Lunch Is On Us – Learning Is Up To You!

Categories: Foundation Advisor eNews |

Join us for a Lunch and Learn!

Planning Tips for Your Charitable Clients

September 28, 2017

12:00 – 1:00 pm

CFSI Offices

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.

Click Here to RSVP

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.

Advisor Toolkit

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

Explore the Advisor Toolkit here! 

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 and I’d be happy to help. 


Linda Speed

President and CEO