Congress Makes Year-End Changes

Categories: Foundation Advisor eNews |

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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 adult children who also give generously to worthwhile causes . . . more

Best Assets for Funding Testamentary Charitable Remainder Trusts

A client planning to create a testamentary charitable remainder trust should give careful thought to what kind of property to leave to the trust . . . more

Choosing a Term-of-Years Charitable Remainder Trust

Code §664 permits a charitable remainder trust to last for a fixed term of years (20-year maximum), and the regulations even sanction some combinations of both a life term and a term of years [Reg. §§1.664-2(a)(5)(i) and 1.664-3(a)(5)(i)] . . . more


Content courtesy of R&R Newkirk. 

Join Us for Lunch 

Understanding What Motivates High Net Worth Clients 

Lunch and Learn: Session 4

February 16, 2016
12:00 – 1:00 pm
CFSI Offices
4100 Charlestown Rd., New Albany, Indiana 

Join the Community Foundation of Southern Indiana in last of a four-part series designed just for professional advisors. This brief, one hour session will incorporate the findings of the 2014 U. S. Trust survey of high net worth individuals to uncover what motivates high net worth clients and their charitable giving and how you can use that information to help your clients. You might be surprised by what your high net worth clients really want from you, their advisor, when it comes to your help with their giving.

Interested in learning more about the Community Foundation and how we can help your clients? Want to know more about the Lilly matching opportunity that can help your clients double their charitable donation? 

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

25th Anniversary Luncheon

Speaker: Tom Jurich 

University of Louisville Athletic Director
Accomplishing Great Things Through 

Teamwork and Philanthropy 


February 24, 2016 

11:30 – 1:00 pm 

The Grand, New Albany

All proceeds from the event will benefit the CFSI Community Endowment which is used to address the greatest needs of our community – and each dollar added to the Community Endowment will be matched $1 for $1!


Sponsorship opportunities available.

For more information please visit the event webpage here.

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 and have every $1 donated matched with another $1, doubling your clients’ gifts.  

Whether your client wants to make a cash gift or gift of stock, we’ll make it simple for them to double their gift by year end. Their gift will support the unrestricted Community Endowment Fund which is a simple and flexible option for those people who want to perpetually support the evolving needs of their community. And, if your clients contribute $1,000 or more they will be permanently recognized with a named fund within the Community Endowment Fund. 

If you have any questions about how your clients can take advantage of this unique matching opportunity, I hope you’ll visit our website and give me a call at (812) 948-4662 or email me at lspeed@cfsouthernindiana.com.