Our Next CLE and Giving Tips for Year-End

An advisor e-newsletter from the Community Foundation of Southern Indiana. Your trusted partner, resource and steward in philanthropy.

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ADVISOR CORNER

Helpful Tips from the Southern Indiana Estate Planning Council  

How Should You Respond to Wild Swings In Financial Markets?

By: Joel Nierman, Edward Jones

What’s going on with the financial markets? Specifically, what’s behind the price swings of the past several weeks? And, more important, how should you, as an individual investor, respond?

To begin with, the recent volatility was not really all that extraordinary. The daily drops pushed U.S. stocks down about 10% from their recent record highs, although they have regained… continue reading the article…   


YEAR-END GIFT PLANNING

Helping Your Clients Make an Impact in 2019!

Thanks to a matching opportunity from Lilly Endowment Inc., the Community Foundation of Southern Indiana is offering a match for all qualifying contributions made to our unrestricted Community Endowment Fund between now and December 31, 2020, or as soon as the allocated matching funds are exhausted. Your clients will receive a $2 match for every $1 contributed when they make a gift to support our grantmaking in Southern Indiana.

For more information that will help your clients make an impact this year-end, including information on timing, gifts by check, stocks, and Qualified Charitable Distributions, please visit our website or download and print this Year End Giving Tips flyer for your clients.

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