Nov
21st

Gift Planning Tips for Your Clients

Categories: Foundation Advisor eNews |

Monthly Gift Planning Tips Valuable Resources for You and Your Clients Providing for Both Spouse and Charity from an IRA or Other Retirement Account IRAs and other retirement accounts can be ideal assets for testamentary charitable giving . . . more  Interest Rate Traps for Annuity Trusts The current low §7520 rates raise the possibility…

Oct
16th

Double Your Clients’ Year End Gifts

Categories: Foundation Advisor eNews |

Monthly Gift Planning Tips Valuable Resources for You and Your Clients Facilitating “Secret Bequests” Occasionally a client will have a loved one he or she wants to benefit without having the rest of the family know . . . more To Appraise or Not to Appraise As clients make charitable gifts at the end of…

Sep
8th

Helping Your Clients with Humana Stock Options

Categories: Foundation Advisor eNews |

Community Foundation Offers Charitable Plan to Help Your Clients Do your clients own Humana stock? Did you know they can use it to endow their charitable interests and get a match for their gift? There are many ways for your clients to build their personal charitable endowment fund at the Community Foundation of Southern Indiana,…

Jul
17th

Donor Advised Funds Can Help Your Clients

Categories: Foundation Advisor eNews |

Join Us for Lunch How Creating a Donor Advised Fund Can Help Your Clients Lunch and Learn: Session 1  July 23, 2015 12:00 – 1:00 pm Community Foundation of Southern Indiana Offices 4100 Charlestown Rd., New Albany, Indiana   Join the Community Foundation of Southern Indiana in this first of a four-part series designed just…

Jun
19th

Charitable Giving Reaches Record Level

Categories: Foundation Advisor eNews |

Monthly Gift Planning Tips Valuable Resources for You and Your Clients   Income with a Lower Tax Price Tag There are several options for clients looking to secure tax-free or favorably taxed income while also assisting favorite charities . . . more   Exercise Caution with Trustee Powers In noncharitable trusts, it’s common practice to…

May
15th

Foundation Advisor Update – Helping Your Clients

Categories: Foundation Advisor eNews |

The Community Foundation of Southern Indiana invites you to register for our annual Professional Advisor Seminar jointly hosted with the Community Foundation of Louisville. This year’s seminar, Championing Best Practices in Charitable and Estate Planning, will be held Wednesday, May 20th at the Muhammad Ali Center from 8:00 am – 12:00 pm. See below for…

Mar
20th

Foundation Advisor Update – March Planning Tips

Categories: Foundation Advisor eNews |

The Community Foundation of Southern Indiana invites you to mark your calendar for our annual Professional Advisor Seminar jointly hosted with the Community Foundation of Louisville. This year’s seminar will be held Wednesday, May 20th at the Muhammad Ali Center from 8:00 am – 12:00 pm. Watch your inbox for more information regarding this year’s…

Feb
20th

Foundation Advisor Update – February Planning Tips

Categories: Foundation Advisor eNews |

Enhancing your role as the trusted advisor to your clients is extremely important to us and it’s one of the reasons that the Community Foundation of Southern Indiana offers resources and services to help you achieve your client’s financial and charitable goals. While there is always a variety of beneficial resources on our website, periodically…

Jan
16th

Foundation Advisor Update – Planning for 2015

Categories: Foundation Advisor eNews |

Happy New Year! Throughout 2015, as we have been for over two decades, the Community Foundation of Southern Indiana is here to work with you – helping you accomplish your clients’ charitable goals and lessen their tax burden. This month we’re sharing three new articles, which can be found on our professional advisors website, from…

Dec
5th

Our Gift to You

Categories: Foundation Advisor eNews, Foundation Matters eNews |

Our Gift to You Thanks to a matching opportunity from the Lilly Endowment, Inc. the Community Foundation of Southern Indiana is now offering a match for all qualifying contributions made to existing endowment funds or to establish new endowment funds over the next three tax years.* Double Your Gift with a $1 for $1 Match…