Mar
18th

Only Two Weeks Left to Double Your Clients’ Charitable Gifts

Categories: Foundation Advisor eNews |

Advisor enewsletter Header1Do you have clients in Southern Indiana who want to give back to their community and have their gifts DOUBLED!?  

There are only a couple weeks left to Double
Your Clients’ Charitable Gift… 

Because of a unique matching opportunity offered by the Lilly Endowment, Inc., the Community Foundation of Southern Indiana can double your clients’ charitable gifts if they are made by March 31st. It’s not too late for your clients to take advantage of this opportunity and have every $1 donated matched with another $1, doubling your clients’ gifts.  

Whether your client wants to make a cash gift or gift of stock, we’ll make it simple for them to double their gift by the March 31 matching deadline. Their gift will support the unrestricted Community Endowment Fund which is a simple and flexible option for those people who want to perpetually support the evolving needs of their community. And, if your clients contribute $1,000 or more they will be permanently recognized with a named fund within the Community Endowment Fund. 

If you have any questions about how your clients can take advantage of this unique matching opportunity, I hope you’ll visit our website and give me a call at (812) 948-4662 or email me at lspeed@cfsouthernindiana.com.


Monthly Gift Planning Tips

Valuable Resources for You and Your Clients

Raining on the Grandchildren

One way for grandparents to help their grandchildren with college expenses while also assisting charity is through a term-of-years charitable remainder trust (maximum 20 years) with sprinkle powers . . . more

Deferred Charitable Gift Annuities without the Worry

One perceived drawback to deferred payment charitable gifts annuities is the potential that the annuitants may die before payments begin . . . more

Real Opportunities in Real Estate Gifts

Real estate presents opportunities for planning satisfying and tax-smart charitable gifts, including techniques that allow the donor to continue using the property . . . more

Charitable Remainder Trusts to Encourage Good Behavior?

Charitable remainder trusts generally pay income for life to named individuals, but is it possible to use a trust as a carrot for good behavior? . . . more 

Content courtesy of R&R Newkirk.


Advisor Resources

Have a question?

The Community Foundation’s website offers a range of resources to help you serve your clients including access to PG Calc, the Charitable Giving Tax Service, and the Advisor Toolkit from R&R Newkirk.

The Community Foundation of Southern Indiana is honored to be your partner in philanthropy. If you or your client would like to learn more about our giving options and how they can benefit from a fund at CFSI, please contact me at (812) 948-4662 or lspeed@cfsouthernindiana.com and I’d be happy to help.

Sincerely,

Linda Speed
President and CEO