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    For Advisors

    Tuesday July 28, 2026

    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 McDougall v. Commissioner, 163 T.C. 112 (2024), the Tax Court determined that the termination of a QTIP trust and the transfer of assets from two children to their father created taxable...
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    • Case of the Week

      Gifts from IRAs, Part 5

      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...
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    • Private Letter Ruling

      Foundation's Educational Grant Procedures Approved

      Foundation requested advanced approval of its educational grants under Sec. 4945(g)(1). Grants will be awarded to students of a particular descent that are enrolled in or plan to enroll in courses at...
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    • Article of the Month

      Testamentary Gift Annuities, Part 2

      Charitable gift annuities (CGA) have long been a trusted option for donors who want to make a meaningful gift while receiving reliable, fixed payments. With a CGA arrangement, the donor contributes...
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    Professional Advisor Resources

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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.