Professional Advisor Information

The SDSU Foundation Office provides the following information as a service for Professional Planning

Advisors:

Gift Calculator

We are pleased to offer a complimentary Gift Calculator service to our professional advisor friends. This interactive calculator provides you an easy-to-use tool to evaluate a broad range of planned gifts for your clients. Enter in your clients’ information and explore the gift options, including gift annuities, charitable remainder trusts, charitable lead trusts and life estates. Personal illustrations make it easy to see how gift plans affect income growth and tax savings.

To use the gift calculator, click here.

GiftLaw E-mail

An automatic weekly e-mail from the South Dakota State University Foundation featuring a brief summary of the industry updates posted on the GiftLaw web site is provided to those requesting information. If you would like to be added to our weekly e-mail newsletter, please call us at 605-697-7475 or 1-888-747-7378 or send us an e-mail to info@sdsufoundation.org.

Charitable Planning Perspectives

The South Dakota State University Foundation provides a quarterly newsletter highlighting various estate planning ideas for our professionals friends. If you would like to be added to our mailing list, please call us at 605-697-7475 or 1-888-747-7378, or send us an e-mail to info@sdsufoundation.org.

GiftLaw Web Site

As a courtesy to our professional advisor friends, the South Dakota State University Foundation and Crescendo Interactive provide free access to the GiftLaw web site. This site offers the latest in estate planning information including IRS rulings, a monthly tax article, private letter ruling updates, summaries of congressional action, and a Washington hotline.

For additional information on planned giving subjects see: Charitable Gift Planning