Jan
24th

Save The Date – 14th Annual Advisor Seminar

Categories: Foundation Advisor eNews |

Advisor enewsletter Header1

CFSI Receives National Accreditation 

Renewed Assurance for Your Clients’ Philanthropic Goals

Your clients insist on sound advice and the highest standards for financial management. So do ours.

The Community Foundation of Southern Indiana’s recently renewed accreditation with National Standards for U.S. Community Foundations® indicates that we meet the most rigorous standards in philanthropy. This voluntary accreditation program establishes legal, ethical, effective practices for community foundations everywhere. 

The accreditation also indicates that we are a sound place to give. We have policies and practices in place for financial stability and longevity, and we strive to honor our commitments for all our gifts, whether donor advised funds, lifetime annuities or permanent endowments.

Whatever their cause, we can help your clients support the causes they care about, right here in our community.

Call Linda Speed at to learn more about National Standards, strategic philanthropy and our many giving options at 812-948-4662. We look forward to being you and your client’s partner, resource and steward in philanthropy.


Save The Date 

Annual Professional Advisor Seminar 

Morning of May 19, 2017

We are pleased to announce our upcoming Annual Professional Advisor Seminar, which will be held on the morning of May 19, 2017.

As in prior years, we will be partnering with the Community Foundation of Louisville to offer this free seminar, and we anticipate offering 2.75 – 3.0 hours of continuing education credits for attorneys, CFPs and CPAs.  Stay tuned for details on program topics, speakers and registration information.

Please mark your calendars now and join us for this informative and unique seminar, which promises to provide new insights in estate planning and charitable giving.


Monthly Gift Planning Tips

Valuable Resources for You and Your Clients

Striking While the Market Is Hot

It took almost two years for the Dow to go from closing above 18000 (December 23, 2014) to closing over 19000 (November 22, 2016) . . . more


To Family or to Charity?

When planning a charitable bequest in a client’s estate plan, consider also the best assets to fund the bequest . . . more


Watch the Numbers

The value of the remainder interest in a charitable remainder trust must be at least 10% of the net fair market value of the assets transferred to the trust on the date of the gift [Code §§664(d)(1)(D), 664(d)(2)(D)] . . . more


Start the Year Right

Clients over age 70½ should be reminded to plan their required minimum distributions for 2017, but for those who normally give to charity, it’s a good idea to also discuss the benefits of qualified charitable distributions (QCDs) early in the year . . . more

Content courtesy of R&R Newkirk