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Professional Advisor Resource Center

We are helping you help your clients.

Our Philanthropy Advisory Council (PAC) is one of the largest and most established professional advisory groups associated with a charity in the country. Its purpose is to educate and inform advisors about estate and charitable planning issues through an annual seminar and special resources, including:

  • Planned Giving Answers Online—an endless resource for professional advisors with information regarding types of planned gifts, tax rules, giving concepts, and more. For more information, contact the foundation office at 765-285-8312 or 888-235-0058.

Our Professional Advisor Resource Center is a comprehensive collection of information and tools for professional advisors interested in incorporating philanthropic planning into their practices. Features include:

  • GiftLaw—a technical research tool to find answers to most questions about gift and estate planning, including a gift calculator
  • The Advisor —a monthly newsletter that includes gift and estate planning technical information
  • PAC Steering Comittee—This group offers recommendations for improvement and shares information about estate and charitable planning

Learn more about joining PAC.