Nov
18th

Help Your Clients Prepare to Celebrate

Categories: Foundation Advisor eNews |

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HELP YOUR CLIENTS PREPARE TO

Celebrate!

LET US HELP YOU COMPLETE THEIR YEAR-END GIVING NOW, SO THEY CAN ENJOY THE NEW YEAR

The time to prepare your client’s year-end plans is now. We can help. The Community Foundation of Southern Indiana offers you – and your clients – many solutions for charitable giving, tax planning, and the relief of administrative burdens. Whether your clients are interested in estate planning or reducing current year taxes, we can accept a variety of assets in addition to cash and securities (both privately held and publicly traded), and easily convert those assets into charitable funds that fulfill your client’s wishes.

From establishing funds, to planning charitable bequests, to working with you to manage a client’s gift of stock or real estate, we can help you find the giving arrangement that best meets your clients’ needs.

How can we help? (click the links below for more info)

And the best part? Because we help people with these every day, we can do it simply – saving you time. If you have any questions about any of these methods of giving (or others), please call Linda Speed at (812) 948-4662 or email her at lspeed@cfsouthernindiana.com


Monthly Gift Planning Tips

Valuable Resources for You and Your Clients

Reminders at Year’s End

Year-end planning generally involves determining capital gains and loss exposure, comparing 2015’s return to what’s expected for 2016 and making sure clients have paid in enough . . . more

Contribute and Replace

Many investors own stock that has appreciated significantly in the recent market run-up.  These shares, if held more than one year, make excellent year-end gifts . . . more

Keep Track of Donor Advised Funds

Clients with donor advised funds should review directions for the funds at the clients’ deaths . . . more

Corporations Can Give, Too

Individuals are not the only donors who can establish charitable remainder trusts . . . more

Content courtesy of R&R Newkirk.