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Office of Gift Planning
Bradley University
1501 W. Bradley Avenue
Peoria, IL 61625
800-327-7886
309-677-4778
dcleveland@bradley.edu
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Monday January 23, 2017

For Advisors

Advisor Resources
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations. Please contact our Office of Gift Planning, Dan Cleveland, at dcleveland@bradley.edu or at 309-677-4778.
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GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
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The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Run charitable deduction calculations for your favorite gift plan.
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Living on the Edge, Part 2
Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea's home occupies three magnificent acres of bluff property that...
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Organization Operating Restaurant Denied Exemption
Organization applied for tax-exempt status under Sec. 501(c)(3). Organization's purposes include helping an area where the unemployment rate is higher...
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Free File Now Available
Twelve national tax software firms have joined the IRS Free File Program. On www.irs.gov the "Free File Now Open" link takes taxpayers to the Free File page. People with 2016 adjusted gross income (AGI) of $64,000 or less may use Free File. If you have income greater than $64,000, you may still use the Free File Fillable Forms. These are the IRS electronic version of the paper tax forms. IRS Commissioner Koskinen encouraged taxpayers to use the Free File program. He stated, "You do not have to be an expert on taxes. Free File software can help walk you through the steps and
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Beneficiary Designations – Part III
Alongside wills and trusts, beneficiary designations are becoming increasingly popular as part of a complete estate plan. By simply filling out a...
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