Apr
18th

Professional Advisor Seminar and Gift Planning Tips!

Categories: Foundation Advisor eNews |

Monthly Gift Planning Tips Valuable Resources for You and Your Clients    Gift, Estate and Generation-skipping Numbers Drop Slightly  Annual inflation adjustments have, until recently, been calculated using the Consumer Price Index for All Urban Consumers (CPI-U) . . . more    Basis or Fair Market Value? It Depends  Many entrepreneurial clients hit the jackpot…

Mar
15th

Annual Advisor Seminar – Register Today!

Categories: Foundation Advisor eNews |

Monthly Gift Planning Tips Valuable Resources for You and Your Clients    Second-hand Philanthropy  Many older couples are in a catch-22 situation with their itemized deductions . . . more     Time to Revisit Formula Bequests  Clients sometimes suggest that their estate plans leave any portion that exceeds the estate tax credit shelter in effect…

Mar
2nd

Announcing $35,000 for Flood Relief Efforts

Categories: Foundation Advisor eNews, Foundation Matters eNews |

$35,000 to Help Those Impacted by Southern Indiana’s Flood At times like this we come together, as a community, to care for our neighbors and lend a helping hand. Over the last week the rising Ohio River has caused damage to homes and businesses in Clark and Floyd counties. The local chapter of the American…

Feb
15th

Annual Advisor Seminar – Save the Date!

Categories: Foundation Advisor eNews |

15th Annual Professional Advisor Seminar Co-hosted By:       We’re excited to once again co-host our 15th Annual Professional Advisor Seminar with the Community Foundation of Louisville! Bryan Clontz, CFP, CAP, will be our key note speaker and will present the Top Ten Charitable Trends Advisors Should Know for 2018 and Case Studies for Advanced…

Jan
26th

New Provisions and Strategies for Charitable Giving in 2018

Categories: Foundation Advisor eNews |

New Provisions & Strategies for Charitable Giving in 2018 Last month, with the new tax law having just passed, we emailed you with the idea that your clients use a donor advised fund to “group” 2-3 years worth of charitable giving in to one year. Grouping 2-3 years’ of gifts in to one year could…

Dec
15th

Still Time For Year-End Giving

Categories: Foundation Advisor eNews |

Still Time For Your Clients to do Year-End Giving The end of the year is just a couple of weeks away, but there is still time for your clients to do their charitable giving. In fact, there may be no better time to do it than right now. With the potential for drastic changes to…

Sep
8th

The Lunch and the Learning Are On Us!

Categories: Foundation Advisor eNews |

Join us for an Advisor Lunch and Learn! Planning Tips for Your Charitable 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…

Aug
15th

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…

Jul
20th

Monthly Gift Planning Tips from CFSI

Categories: Foundation Advisor eNews |

Working with CFSI 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…

May
10th

It’s 5 O’Clock Somewhere! Join Us and Hear from Turney P. Berry!

Categories: Foundation Advisor eNews |

Monthly Gift Planning Tips Valuable Resources for You and Your Clients Forecast Calls for Remainder Trust Sprinkling Some clients interested in establishing charitable remainder trusts may want to retain flexibility when it comes to naming income beneficiaries . . . more  Converting and Contributing Clients who might consider converting their traditional IRAs to Roth IRAs…