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1-800-558-8311
IU Foundation
Post Office Box 500
Bloomington, IN 47402
IRA "Rollover" Keeps on Rolling
The Emergency Economic Stabilization Act of 2008 has been extended until the end of 2009. If you are 70½ or older, you can use your IRA funds to make charitable gifts without it counting as a tax distribution.
Professional Advisors
IUF is here to help professional advisors meet their clients' philanthropic and gift planning needs.
- Options in Charitable Estate Planning, the informational newsletter for estate planning advisors. Each issue is archived in pdf format for easy viewing and printing.
- Projections. We'll do the gift calculations for you to share with your clients.
- The benefits of gift agreements. A gift agreement is the best way to ensure that your client's gift will benefit IU in the manner he or she intends.
- Ethical Standards. The professionals at the IUF ascribe to the highest ethical standards as specified by the National Committee on Planned Giving.
