Advisor Resources

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 that will improve the quality of life in Southern Indiana.

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, for both today and generations to come.

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Advisor Resources

Advisor Downloads

Advisor FAQs

Advisor Toolkit

Charitable Giving Tax Service

Gift Calculator

Gift Planning Advisors’ Grid

Gift Planning Tips

Legacy and Planned Gifts

Qualified Charitable Distribution Form

Southern Indiana Estate Planning Council

Tax Cuts and Jobs Act

Types of Funds

Ways to Give

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The resources below are a great way to get started. As you look through the information, please contact Linda Speed, president and CEO, at 812-948-4662 or lspeed@cfsouthernindiana.com if you have any questions.