The Lunch and the Learning Are On Us!

Join us for an Advisor Lunch and Learn!

Planning Tips for Your Charitable

September 28, 2017

12:00 – 1:00 pm

CFSI Offices

4100 Charlestown Rd.
New Albany, Indiana 

Join the Community Foundation of Southern Indiana  for a lunch and learn  designed just for professional advisors. This brief, one hour session will give you some great tips to help your charitable (or hopefully soon to be charitable!) clients. 

 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

Monthly Gift Planning Tips

Valuable Resources for You and Your Clients

Plan Ahead for Avoiding Tax on Group Term Life Insurance

An employee whose employer provides more than $50,000 of group term life insurance coverage is taxed on the excess coverage under the Uniform Premium Table [Reg. §1.79-3(d)(2)]

Taking the Pledge

Pledging a charitable gift over several years often allows donors to make larger gifts towards a specific purpose, such as a capital campaign or the establishment of a named scholarship fund…

Advancing Lead Trust Payments

On occasion, the remainder beneficiaries of a non-grantor charitable lead trust may wish to advance their interests by commuting the lead trust – paying charity the present value of its lead interest outright rather than over the trust term…

Charitable Gifts That Avoid Year-End Cash Crunch Problems

The most common way to reduce income taxes is by boosting itemized deductions, and probably the easiest deduction to increase significantly is the charitable deduction…

Content courtesy of R&R Newkirk. 

Read all of these tips at on our website!

Advisor Toolkit

Valuable Resource for You and Your Client

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 to the organizations and causes they care most about.  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, and to help you do that, we provide an Advisor Toolkit on our website which gives you free access to a number of great resources.

Advisors Toolkit Resources Include:

  • A Gift Calculator from PG Calc
  • Current, Applicable Federal Rates
  • Access to an online and updated version of the Charitable Giving Tax Service
  • As well as information on Legacy and Planned Gifts

 Explore the Advisor Toolkit here!

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

President and CEO

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