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With PLANNED GIVING, you can provide long-lasting support for the University of Indianapolis while enjoying financial benefits for yourself
Planned Giving
You are at: Planned Giving > For Advisors > Advisor Resources
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 complimentary service. We are available to assist in helping you provide clients with clear and understandable gift illustrations. Please contact Stephanie Hays-Mussoni at 317-791-7988 or [email protected]. She will be happy to answer any questions or provide further information.
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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.
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