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Gift Planning AssistanceProfessional Advisor Resources

Friday April 26, 2024

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers, and other professional friends. The GiftLaw services are made available to all advisors as a free service from the University of Indianapolis. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

Sample Will Language

Sample Will Language

An excellent way for your clients to support the University of Indianapolis's mission is to help them leave us a bequest in your will, living trust or with a codicil.

Charitable Tax Reference

Charitable Tax Reference

GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.

Deduction Calculator

Deduction Calculator

The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Run charitable deduction calculations for your favorite gift plan.

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