Join us for a Lunch and Learn!
Planning Tips for Your Charitable Clients
September 28, 2017
12:00 – 1:00 pm
4100 Charlestown Rd.
New Albany, Indiana
Join the Community Foundation of Southern Indiana for a lunch and learn designed just for professional advisors. This brief, one hour session will give you some great tips to help your charitable (or hopefully soon to be charitable!) clients.
Lunch is on us and we promise to have you in and out in one hour! But, space is limited and registration is required.
or call (812) 948-4662
Monthly Gift Planning Tips
Valuable Resources for You and Your Clients
Still Going Strong after Five Decades
Although it’s 50 years old, Rev. Rul. 67-246 is still the definitive word on the deductibility of fund-raising activities…more
Let’s Make a Deal
An estate tax charitable deduction is allowed only for amounts “transferred by the decedent” to charity [Reg. §20.2055-1(a)]…more
S Corporation Shares and Charity
Prior to 1998, charities were ineligible shareholders of S corporation stock and a transfer of S shares to charity voided the company’s S election…more
Special Handling Required
Certain assets generate little or no deduction when given to charity – but may be attractive options for funding charitable remainder trusts…more
Content courtesy of R&R Newkirk.
Valuable Resource for You and Your Client
By partnering with the Community Foundation you can make it easier for your clients to give effectively, help them receive tax benefits they may not realize on their own, and encourage support to the organizations and causes they care most about. At the Community Foundation of Southern Indiana, philanthropy is our business – our only business.
We are committed to helping you assist your clients to achieve their philanthropic goals, and to help you do that, we provide an Advisor Toolkit on our website which gives you free access to a number of great resources.
Advisors Toolkit Resources Include:
- A Gift Calculator from PG Calc
- Current, Applicable Federal Rates
- Access to an online and updated version of the Charitable Giving Tax Service
- As well as information on Legacy and Planned Gifts
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 email@example.com and I’d be happy to help.
President and CEO