Indiana Division Gift Planning Back to Main Website
  • Professional Advisor Resources
  • For Advisors

    Sunday April 28, 2024

    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
      In IR-2024-116, the Internal Revenue Service (IRS) outlined ways that late tax filers could comply with filing and payment rules. While over 139 million taxpayer returns were filed this year, there...
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    • Case of the Week

      Gifts from IRAs, Part 4

      Quentin was the firstborn child in a large family. Throughout his childhood, Quentin's parents worked hard to put food on the table for their children. They also instilled in Quentin the value of hard...
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    • Private Letter Ruling

      NIL Nonprofit's Exempt Status Denied

      Organization applied for exempt status under Sec. 501(c)(3). Organization states that it is organized and operated to enlist collegiate student athletes from a particular university's sports teams to...
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    • Article of the Month

      C Corporations and Charitable Giving

      Individuals who want to start a business have several options for structuring their enterprise. As individuals explore the various possibilities, they often weigh factors like tax implications,...
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