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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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Tuesday March 28, 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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Exit Strategies for Real Estate Investors, Part 2
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl...
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Grant to Charity Qualifies as an Unusual Grant
Charity is a tax-exempt charitable organization under Sec. 501(c)(3). Charity was formed to preserve and maintain a historic church and prairie on...
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Phone Scams, IRAs and Tax Extensions
The IRS published multiple reminder letters this week. In IR-2017-64 the Service warned tax preparers to watch for phishing emails claiming to be from clients. The latest tactic is for a scammer to send an email to tax preparers with a "last minute" request to change the refund destination. The change may be a direction for the IRS to send the refund to a prepaid debit card. If a tax preparer receives a "last minute" request, he or she should verbally reconfirm the new address or card with the taxpayer. In IR-2017-63 the Service reminded taxpayers who turned age
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Navigating the Unrelated Business Income Tax – Part I
Under Sec. 501(c)(3), tax-exempt organizations must operate primarily for exempt purposes. Sec. 1.501(c)(3)-1(c)(1). This standard is known as the...
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