Advisor Resources

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 that will improve the quality of life in Southern Indiana. 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.

The resources below are a great way to get started. As you look through the information, please call Linda Speed, president and CEO, at 812-948-4662 if you have any questions.

Advisor Toolkit

Gift Calculator

Advisor Downloads

Charitable Giving Tax Service

Gift Planning Advisors’ Grid

Gift Planning Tips

Tax Cuts and Jobs Act

Types of Funds

Ways to Give

Legacy and Planned Gifts

Advisor FAQs

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Community Resources

We are your community foundation.

Get in touch with us to discuss your how together we can make Southern Indiana’s future even brighter!

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