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…