Planned Gifts

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Gifts Team will be very pleased to help you.

Contact Us

Washington News

Washington News

Expanded Relief for Hurricane Irma Victims

As recovery efforts continue in Florida and Georgia for the devastated areas affected by Hurricane Irma, the IRS has expanded its relief plans. In IR-2017-155, 156 and 157, the Service authorized new tax relief for both Florida and Georgia. IRS Letter 155 covers residents of Florida. Many are on extension to file their personal tax returns with the due date of October 16. Now all of the Florida areas designated by the Federal Emergency Management Agency (FEMA) qualify for relief. Tax returns and payments may be filed by January 31, 2018. The relief also applies to business tax deadlines for quarterly payroll and excise taxes. The late deposit fees for payroll and excise taxes will also be waived. Limited waivers are available even for residents outside the affected areas if there are necessary records located in a disaster zone. Taxpayers may call 1-866-562-5227 to see if the disaster relief applies. You also may be granted a filing delay if you are a worker directly involved in relief efforts. You should confirm your

Find Out More ►

Personal Planner

Personal Planner

Social Security

Linda asked, "When should I take my Social Security? I will turn 57 this year and have a strong earnings history, having paid into Social Security for nearly 35 years. Given the year I was born, my

Find Out More ►

Gift Options

Create Your Plan

Tuesday September 26, 2017

News

Our News

Our News

Exciting events are happening at UIndy

Thank you for your interest in University of Indianapolis. Our hope is to serve you and your family with helpful information.

Find Out More ►

Personal Planner

Personal Planner

Social Security

Linda asked, "When should I take my Social Security? I will turn 57 this year and have a strong earnings history, having paid into Social Security for nearly 35 years. Given the year I was born, my

Find Out More ►

Savvy Living

Savvy Living

Check-in Services for Seniors Who Live Alone

Are there any services you know of that check in on elderly seniors who live alone? My 84-year-old father won't wear a lifeline help button and I worry about him falling or having a medical emergency

Find Out More ►

Washington News

Washington News

Expanded Relief for Hurricane Irma Victims

As recovery efforts continue in Florida and Georgia for the devastated areas affected by Hurricane Irma, the IRS has expanded its relief plans. In IR-2017-155, 156 and 157, the Service authorized new tax relief for both Florida and Georgia. IRS Letter 155 covers residents of Florida. Many are on extension to file their personal tax returns with the due date of October 16. Now all of the Florida areas designated by the Federal Emergency Management Agency (FEMA) qualify for relief. Tax returns and payments may be filed by January 31, 2018. The relief also applies to business tax deadlines for quarterly payroll and excise taxes. The late deposit fees for payroll and excise taxes will also be waived. Limited waivers are available even for residents outside the affected areas if there are necessary records located in a disaster zone. Taxpayers may call 1-866-562-5227 to see if the disaster relief applies. You also may be granted a filing delay if you are a worker directly involved in relief efforts. You should confirm your

Find Out More ►

Tuesday September 26, 2017

For Advisors

Washington News

Washington News

Expanded Relief for Hurricane Irma Victims

As recovery efforts continue in Florida and Georgia for the devastated areas affected by Hurricane Irma, the IRS has expanded its relief plans. In IR-2017-155, 156 and 157, the Service authorized new tax relief for both Florida and Georgia. IRS Letter 155 covers residents of Florida. Many are on extension to file their personal tax returns with the due date of October 16. Now all of the Florida areas designated by the Federal Emergency Management Agency (FEMA) qualify for relief. Tax returns and payments may be filed by January 31, 2018. The relief also applies to business tax deadlines for quarterly payroll and excise taxes. The late deposit fees for payroll and excise taxes will also be waived. Limited waivers are available even for residents outside the affected areas if there are necessary records located in a disaster zone. Taxpayers may call 1-866-562-5227 to see if the disaster relief applies. You also may be granted a filing delay if you are a worker directly involved in relief efforts. You should confirm your

Find Out More ►