Since 1991, The Community Foundation of Southern Indiana has been devoted to increasing the impact of charitable giving in our community. When your client establishes their personal charitable fund with the Community Foundation of Southern Indiana as their trusted partner in philanthropy, they can make a lasting impact on the people and causes that matter them. There are many ways to include the Community Foundation in their overall estate or financial plans, and we can work with you to find the gift that is a good fit for them.
We offer a number of options to maximize the benefit to your client while helping them realize their charitable goals. To help you create the gift for your client’s future fund, please click on the options below to see the suggested language for various options we can provide your clients. Each of these examples anticipates that your client has or will establish a fund agreement with the Foundation to receive the gift from their estate or beneficiary designation. Their fund agreement will help the Community Foundation staff know exactly what the charitable intent of their donation was years from now.
Without a fund agreement or other instructions, bequest and beneficiary designation gifts received by the Foundation will be added to the Community Endowment Fund. The Community Endowment Fund is used at the discretion of our Board of Directors to address the most pressing needs of the Clark and Floyd County communities.