Give Today YEAR END GIVING Your Clients’ Timing Must Be Right We Can Help If your clients plan on making a gift […]
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YEAR END GIVING Your Clients’ Timing Must Be Right We Can Help If your clients plan on making a gift […]
TOOLS AND RESOURCES FOR YOUR CLIENTS USING OUR WEBSITE AS A TOOL The Community Foundation of Southern Indiana is […]
WE’RE HERE FOR YOUR CLIENTS AVAILABLE FOR VIRTUAL AND CDC-COMPLIANT IN-PERSON MEETINGS The Community Foundation of Southern Indiana is here […]
WE’RE HERE FOR YOUR CLIENTS AVAILABLE FOR VIRTUAL AND CDC-COMPLIANT IN-PERSON MEETINGS There is no question that the COVID-19 pandemic […]
NEW TOOL FOR YOUR CLIENTS ONLINE FORM FOR QUALIFIED CHARITABLE DISTRIBUTIONS Qualified Charitable Distributions (QCD) are a simple and smart […]
SAVE THE DATE!17TH ANNUAL ADVISOR SEMINAR! Friday, May 8th, 2020 Mark your calendars!Save the Date for the 2020 Advisor […]
Alert to Caregivers of Dependents with Special Needs: You May Need to Change the Beneficiaries of Your Life Insurance, Annuities, […]
By: Joel Nierman, Edward Jones What’s going on with the financial markets? Specifically, what’s behind the price swings of the […]
YEAR-END GIFT PLANNING Helping Your Clients Make an Impact in 2019! Thanks to a matching opportunity from Lilly Endowment Inc., […]
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