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Resources for Professional Advisors

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.

We understand the importance of your client relationships.  Rest assured that we will work with the client in whatever way you like, up front or behind the scenes.  Your clients will appreciate your helping them achieve more than they thought possible.  Whether their needs are simple or complex, utilizing your expertise and experience will add value to your services.

We are pleased to offer you planning resources that may be of assistance as you work with your clients to benefit worthwhile organizations. Please let us know if we can be of any further assistance to you.

 


Charitable Giving Tax Service Online

Charitable Giving Tax Service for 30 years has been the gold standard for advisors and gift planners seeking a comprehensive reference guide to charitable giving. This 1,200 page, 12-chapter resource is thoroughly accessible through a detailed table of contents and key word search and retrieval. CGTS-Online covers every aspect of lifetime contributions, charitable bequests, charitable remainder trusts, gift annuities, pooled income funds, charitable lead trusts and much more. All the important IRS forms and specimen gift documents are at your fingertips, as well, and the bi-monthly Analysis and Comment newsletter covers new developments, cases and rulings in gift planning. CGTS-Online is written and continuously updated by staff attorneys of the R&R Newkirk Company. To register for this extremely useful tool, just click on CGTS-Online.