Nov
21st

Foundation Advisor Update – Doubling Your Clients’ Gifts

Categories: Foundation Advisor eNews |

Did you know that over the next three tax years the Community Foundation of Southern Indiana can help you double your clients’ charitable dollars? Thanks to a matching grant from the Lilly Endowment, Inc., the Community Foundation can provide a $1 match for every $1 for any qualified contribution your clients contribute to the Foundation’s…

Oct
17th

Advisor Update – Get a Match for Your Clients

Categories: Foundation Advisor eNews |

Each month we bring you Gift Planning Tips from our friends at R&R Newkirk. You can still read those articles here, but we wanted to take this time to inform you of a matching opportunity your clients can take advantage of here at the Foundation. Recently, the Lilly Endowment, Inc. announced that the Community Foundation…

Sep
19th

Advisor Update – Boomer$ Bootcamp

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…

Aug
15th

Foundation Advisor Update – Helping Your Clients

Categories: Foundation Advisor eNews |

The Community Foundation of Southern Indiana is here to be the charitable partner, resource and steward for you and your clients. One way we act as your resource is by providing you with new articles each month from our friends at R&R Newkirk. This months articles, Charitable Giving: It’s Good for Business; Two Provisions for…

Jul
18th

Foundation Advisor Update – House Passes Key Charitable Bill

Categories: Foundation Advisor eNews |

BREAKING House Passes Important Charitable Legislation Yesterday, the United States House of Representatives approved H.R. 4719, the America Gives More Act, a package of five tax provisions aimed at increasing charitable giving. As our friends at the Partnership for Philanthropic Planning summarize, this legislation is an important first step toward making your clients’ giving simpler…

Jun
20th

Foundation Advisor Update – CFSI Annual Report and Gift Planning Tips

Categories: Foundation Advisor eNews |

It’s hard to believe but Summer has arrived and there is no better time to begin thinking about your client’s end-of-year plans than now. Our friends at R&R Newkirk have provided some great Gift Planning Tips on our new website that will help you and your clients, including: Charitable Gift Opportunities with Living Trusts, Power…

May
16th

Foundation Advisor Update – CFSI Launches Redesigned Website

Categories: Foundation Advisor eNews |

I’m excited to share with you today that the Community Foundation of Southern Indiana has launched a redesigned website to better serve you and your clients. Technology is constantly changing, and it was time to update the Foundation’s website so that we could continue to be your partner, resource, and steward in philanthropy. The redesigned…

Apr
18th

Foundation Advisor Update – April 2014

Categories: Foundation Advisor eNews |

Now that tax season has ended, it’s time to catch up on some of those things you’ve been meaning to get to… starting with registering for our free, upcoming 11th Annual Professional Advisor Seminar, featuring University of Missouri Kansas City School of Law Professor Christopher Hoyt who is returning to our area by popular demand.…

Mar
21st

Foundation Advisor Update – March 2014

Categories: Foundation Advisor eNews |

  Advisor Seminar – May 8, 2014   Our annual complimentary Professional Advisor Seminar, jointly   hosted by the Community Foundation of Southern Indiana and the Community Foundation of Louisville, will be held at The Olmsted, 3701 Frankfort Ave., Louisville, on Thursday, May 8, 2014 from 8 a.m. to 11:30 a.m. Our featured speaker, back…