Resource Library
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Featured
Changes to Tax and Estate Planning After OBBBA
The recently passed One Big Beautiful Bill Act (OBBBA) introduces changes to tax and estate planning that may impact how donors think about their...
Expenditure Responsibility & Donor-Advised Funds: A Guide for Community Foundations
This guide explains when ER applies, how it differs from general due diligence, and what steps are needed to stay compliant.
Protecting Nonprofit Privacy in Beneficiary Claims: Charitable Beneficiary Affidavit
Ready-to-use letter that members can send to financial institutions when responding to requests for personally identifying information.
Member Only
2025 Budget Reconciliation Bill
A summary of several major victories for philanthropy and what IPA continues to monitor.
Policy Issue Brief: Universal Charitable Deduction
Support the Universal Charitable Deduction by contacting our Congressional members and joining IPA's Foundation on the Hill.
Member Only
2025 Indiana Statehouse Legislative Recap
Recording and resources from IPA's May 09, 2025 Legislative Wrap-Up webinar.
Member Only