Here For Your Clients
WE’RE HERE FOR YOUR CLIENTS
AVAILABLE FOR VIRTUAL AND CDC-COMPLIANT IN-PERSON MEETINGS
There is no question that the COVID-19 pandemic has brought out the best in our community. While the last few months have been challenging, all of us – individuals, families, businesses and nonprofits -have come together to help those in need and slow the spread of the pandemic.
At the Community Foundation, we’ve continued to serve our community and your clients. We know that many people are continuing to think about their charitable plans and want to help those in need – we hear from them every day.
If your clients are thinking about their charitable plans, need to make a Qualified Charitable Distribution from their IRA, or you have questions about how you can help them, please give me a call 812-948-4662. I’m available for virtual meetings at your convenience, and for in-person meetings in our office, by appointment, that follow the guidelines set by the State of Indiana for meetings that practice safe social distancing and other protocols. Let me know what works best for you.
As always, we’re here to serve as a charitable partner for you and your clients. Please don’t hesitate to contact me at 812-948-4662 or firstname.lastname@example.org if I can help you in any way.
Linda S. Speed, J.D.
President and CEO
NEW TOOL FOR YOUR CLIENTS
ONLINE FORM FOR QUALIFIED CHARITABLE DISTRIBUTIONS
Qualified Charitable Distributions (QCD) are a simple and smart way to establish a fund at the Community Foundation of Southern Indiana. Not only does your client’s QCD not count towards their taxable income, but their new fund could help them support their favorite causes in a planned and impactful way. Their fund could start a scholarship, support their church or alma mater in perpetuity, or even organize their annual giving into one, easy fund that we call a “designated pass through fund”.
By establishing a designated pass through fund at the Community Foundation of Southern Indiana, your clients can predetermine how much they want to give, the charities they want to give to, and when they want those grants to happen. From there, the Community Foundation creates a fund agreement and we handle the rest – ensuring your clients’ grants go out in the time-frame and amounts they have determined.
To help make the process of starting a designated pass through fund at the Community Foundation even simpler (with little-to-no in-person contact during the COVID-19 pandemic), we have created a streamlined online form that you can complete with your clients. In a matter of a few minutes they can complete and submit their form and within 24 hours the Foundation will have a draft fund agreement for them to review. Once the fund agreement is signed and final, all they need to do is direct the QCD to the Foundation and we handle the rest.
We invite you to learn more and see the online form here, on our website.
CFSI ADVISOR HAPPY HOUR POSTPONED
EVENT TO BE RESCHEDULED FOR FALL
Based on recommendations from public health officials related to social distancing, the Community Foundation of Southern Indiana is postponing our annual Advisor Happy Hour, which was planned for June 11, 2020. We anticipate re-scheduling this CLE event for a date later in the year and look forward to seeing you then. We will send more information when it is available.
GIFT PLANNING TIPS
Valuable Resources for You and Your Clients
Charitable Provisions in Coronavirus Relief Package
The CARES (Coronavirus Aid, Relief, and Economic Security) Act includes help for charities and their donors . . . more
Unique Opportunity for a Select Group
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IRS Reports on 2018 Estate Tax Returns
Only 13,526 federal estate tax returns were filed in 2018, some covering deaths in 2017 . . . more
Bonds Offer Charitable Gift Opportunities
Bonds are interest-paying I.O.U.s that corporations and government agencies offer to people seeking fixed-income investments . . . more
Content courtesy of R&R Newkirk