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Resources for Professional Advisors

  • Suggested Language for Bequests
  • Donor Advised Funds allow you to give now and later
  • Information about the Pension Protection Act of 2006
  • Charitable Reforms in the Pension Protection Act of 2006 – Closing Doors and Opening Windows
        Supplemental materials from October 5, 2006 seminar
        Copyright 2006 Baker & Daniels LLP - Used with permission
  • Planned Giving Answers Online (PALS) A Tool for Professional Advisors
  • Articles from 2006 Planned Giving Seminar by Eric A. Manterfield, Krieg DeVault L.L.P.
      1. Marital Planning While the Rules are Changing
      2. Buy-Sell Agreements
      3. Planning Strategies for the Family Business Owner
      4. Paying Dollars to Charity, Rather than to the IRS
      5. Estate Planning Under the Tax Exempt Line or Why Bother With Estate Planning Anymore?
      6. Ethical Issues for Estate Planning & Family Business Succession Advisors

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    Community Foundation of Wabash County, Inc.
    218 East Main Street, P.O. Box 98
    North Manchester, Indiana 46962-0098
    Phone (260) 982-4824, Fax (260) 982-8644

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    Copyright © 2004 by the Community Foundation of Wabash County.