Guide to Giving

Professional Advisors

IUF is here to help professional advisors meet their clients' philanthropic and gift planning needs.

  1. Options in Charitable Estate Planning, the informational online newsletter for estate planning advisors. Each issue is archived for easy viewing and printing.

  2. Projections. We'll do the gift calculations for you to share with your clients.

  3. 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.

  4. Ethical Standards. The professionals at the IUF ascribe to the highest ethical standards as specified by the National Committee on Planned Giving.