Professional Advisors
The Hendricks County Community Foundation is participating in the Indiana Community Foundations planned giving cooperative program. This program allows our friends to access a variety of planned giving information and tools. We hope this information will be helpful to you and your clients in planning their giving.
To get started, we encourage you to read the Article of the Month and Case of the Week.
| Article of the Month |
Articles regarding how donors have made planned gifts |
| Case of the Week |
Planned Giving Tax News -- past topics include "Seeing Double with US Savings Bonds," "Useful Life" and "Year End Gifts" |
Useful Tools
The Indiana Community Foundations Planned Giving website has an overview page called GiftLaw. This website
also has deduction calculations for gift annuities, remainder unitrusts, remainder annuity trusts and lead trusts.
Our Executive Director, Janet Haley, would like to work with you and your client. She is available to run customized reports for you. Please call or email her at 317.718.1200 or janet@hendrickscountycf.org.
Other interesting links include:
|
