Save Some Time Planning This Year-End

Categories: Foundation Advisor eNews |

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It’s Time to Start Thinking About Your
Clients’ Year-End Plans

Are you starting to think about your clients’ year-end plans? It’s hard to believe but the time to start putting together your clients’ year-end plans is now.

As your and your clients’ partner, resource and steward in philanthropy, we can work with you to provide your clients many solutions to help with charitable giving and tax planning – helping your clients establish their unique charitable fund while addressing their tax circumstances.

Do they want support their church or alma mater? Do they work with a nonprofit that they want to support? Are they passionate about supporting education? No matter what their passions are, we can help them (and you) simplify their giving while addressing their tax situations.

How can we help? (click the links below for more info)

We can do all of this and because help people with these every day, we can do it simply – saving you time. If you have any questions about any of these methods of giving (or others), please call Linda Speed at (812) 948-4662 or email her at

Monthly Gift Planning Tips

Valuable Resources for You and Your Clients


A Lifeline for Charitable Remainder Annuity Trusts

Section 7520 rates have been below 5% since the beginning of 2008, currently hovering at 1.4% . . . more

Plan Early for Savings on Medicare

The Medicare surcharge for high-income clients may be increasing, starting in 2018, but there are steps that can be taken to reduce the burden, some of which also allow clients to assist favorite charities . . . more

Customizing Trusts to Meet Clients’ Needs

Testamentary charitable remainder trusts are typically established to provide financial security for a surviving family member or other individual . . . more

Charity to the Rescue for Blended Families

Brides and grooms in second marriages often face the dual goals of providing for a surviving spouse while still having assets eventually pass to children from a first marriage or to a favorite charity . . . more

Content courtesy of R&R Newkirk. 

Advisor Resources 

Have a Question?

The Community Foundation’s website offers a range of resources to help you serve your clients including access to PG Calc, the Charitable Giving Tax Service, and the Advisor Toolkit from R&R Newkirk.

The Community Foundation of Southern Indiana is honored to be your partner in philanthropy. If you or your client would like to learn more about our giving options and how they can benefit from a fund at CFSI, please contact me at (812) 948-4662 or and I’d be happy to help. 


Linda Speed