Jul
11th

Community Foundation Meets $2 Million Match

Categories: Foundation Advisor eNews |

Thank You  For Helping Us Reach Our $2 Million Matching Goal   To our current and past board, volunteers, staff, professional advisors, fundholders, donors and our entire community, thank you for helping us reach our $2 million matching grant goal from Lilly Endowment, Inc.! We couldn’t have done this without you.  Due to your support…

May
17th

Register Now – Free CLE/CPE/CFP Seminar

Categories: Foundation Advisor eNews |

Lucian Simmons will discuss how to value works of art for charitable giving and the legal issues surrounding the displacement of art during WWII. Martin Hall will present 2016’s most innovative and unique trends and developments for charitable taxation and planning giving. This free seminar offers the following continuing education credits: 2.5 hours of CLE…

Apr
6th

Save the Date: Annual Professional Advisor Seminar

Categories: Foundation Advisor eNews |

Save The Date  Annual Professional Advisor Seminar  Morning of June 2, 2016 We are pleased to announce our upcoming Annual Professional Advisor Seminar, which will be held at the Muhammad Ali Center in Louisville, Kentucky, on the morning of June 2, 2016.  As in prior years, we will be partnering with the Community Foundation of Louisville to…

Mar
18th

Only Two Weeks Left to Double Your Clients’ Charitable Gifts

Categories: Foundation Advisor eNews |

Do 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…

Feb
18th

There is Still Time to Double Your Clients’ Charitable Gifts

Categories: Foundation Advisor eNews |

Do you have clients in Southern Indiana who want to give back to their community and have their gifts doubled?   Time is  Running Out 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…

Jan
15th

Congress Makes Year-End Changes

Categories: Foundation Advisor eNews |

Monthly Gift Planning Tips Valuable Resources for You and Your Clients Congress Leaves a Year-End Gift The Protecting Americans from Tax Hikes Act of 2015, signed into law on December 18, makes permanent the IRA rollover . . . more Blending Income Tax and Transfer Tax Savings High-net-worth clients who support charitable organizations may have…

Dec
18th

IRA Charitable Rollover on Verge of Becoming Permanent

Categories: Foundation Advisor eNews |

It’s Not Too Late to Double Your Clients’ Charitable Gift Because of a unique matching opportunity, the Community Foundation of Southern Indiana can double your clients’ charitable gifts by year end. Even with just a couple of weeks left in the year, it’s not too late for your clients to take advantage of this opportunity…

Nov
21st

Gift Planning Tips for Your Clients

Categories: Foundation Advisor eNews |

Monthly Gift Planning Tips Valuable Resources for You and Your Clients Providing for Both Spouse and Charity from an IRA or Other Retirement Account IRAs and other retirement accounts can be ideal assets for testamentary charitable giving . . . more  Interest Rate Traps for Annuity Trusts The current low §7520 rates raise the possibility…

Oct
16th

Double Your Clients’ Year End Gifts

Categories: Foundation Advisor eNews |

Monthly Gift Planning Tips Valuable Resources for You and Your Clients Facilitating “Secret Bequests” Occasionally a client will have a loved one he or she wants to benefit without having the rest of the family know . . . more To Appraise or Not to Appraise As clients make charitable gifts at the end of…

Sep
8th

Helping Your Clients with Humana Stock Options

Categories: Foundation Advisor eNews |

Community Foundation Offers Charitable Plan to Help Your Clients Do your clients own Humana stock? Did you know they can use it to endow their charitable interests and get a match for their gift? There are many ways for your clients to build their personal charitable endowment fund at the Community Foundation of Southern Indiana,…