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    For Advisors

    Tuesday January 14, 2025

    Welcome! Our complimentary GiftLaw resources are available to all advisors. This complete tax-update service is useful to CPA's, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends.

    The Gift and Estate Planning staff for the Indiana Division are pleased to partner with you to assist in your clients' estate planning and charitable gift decisions. We are available to assist in helping you provide clients with clear and understandable gift illustrations. Please contact us for specific bequest language to best meet your client's wishes, especially if their gift is for a specific program or community.

    We provide free resources to give to your clients such as:
    • GiftLaw Pro
      GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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    • Deduction Calculator
      The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...
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    • Washington News
      On January 10, 2025, the Internal Revenue Service (IRS) Free File program opened for tax filing. Through the Free File program, the IRS offers access to free tax software filing programs to millions...
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    • Case of the Week

      Lucy Lindstrom's Foundation Goes Public

      Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and began...
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    • Private Letter Ruling

      Extension for QTIP Election Granted

      Decedent executed a revocable trust (Trust). Decedent died and was survived by Spouse. Upon Decedent’s death, the terms of Trust provide that the trustee is to divide the Trust into two trusts,...
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    • Article of the Month

      Charitable Giving Opportunities in 2025

      With the start of the new year, it is an excellent time for gift planners, advisors and donors to consider tax planning opportunities for 2025. Two full tax years have elapsed since the passage of the...
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    PRIVACY STATEMENT

    This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.