Advisor Toolkit

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.

We understand the importance of your client relationships.  Rest assured that we will work with the client in whatever way you like, up front or behind the scenes.  Your clients will appreciate your helping them achieve more than they thought possible. Whether their needs are simple or complex, utilizing your expertise and experience will add value to your services.

We are pleased to offer you planning resources that may be of assistance as you work with your clients to benefit worthwhile organizations. Please let us know if we can be of any further assistance to you.

---

Tax Cuts and Jobs Act

Charitable Giving Tax Service

Gift Planning Advisors’ Grid

Gift Planning Tips

Facts About Us

Advisor Resources

Advisor Downloads

---