Advisor Downloads

The Community Foundation of Southern Indiana feels it’s important to provide you with materials that you can share with your clients.

Below you’ll find resources that can help you and your clients as you prepare their charitable plan. Please let us know if you need any further information.

Corporate Giving

What is CFSI

Giving by bequest or beneficiary designation

Bequest Language

Giving with an IRA Qualified Charitable Distribution

Types of Funds

If you have additional questions, or need more information, please contact Linda Speed, president and CEO, at 812-948-4662 or ls****@***************na.com.