CICF News

CICF News / Professional Advisors
May 27, 2014

CATEGORY: Professional Advisors

It may be the right time to dust off the Charitable Remainder Trust (“CRT”) and pull it out of the “tool box” of income tax and estate planning strategies

READ MORE

February 28, 2014

by Timothy J. Bender, JD, CPA (inactive), CFP, Mallor Grodner LLP

CATEGORIES: Professional Advisors, Research & News

A New Playbook: Estate Planning After the American Taxpayer Relief Act of 2012 and After Repeal of the Indiana Inheritance Tax

READ MORE

August 22, 2013

CATEGORIES: Professional Advisors, About CICF

Explore the many benefits of making a planned gift...and leave the number crunching behind!

READ MORE

August 22, 2013

CATEGORY: Professional Advisors

Featuring renowned estate planning "expert to the experts" Steve R. Akers, J.D.

READ MORE

June 4, 2013

by Mary Stanley, J.D., CAP, CICF Senior Gift Planning Advisor

CATEGORY: Professional Advisors

Is the charitable deduction doomed? The absence of the threatened dollar cap on charitable income tax deductions (other than the return of the “Pease Limitation”) may be the most significant impact of ATRA 2012 on charitable gift planning and charitable giving. Read Mary's perspective here.

READ MORE

June 3, 2013

by Jeffrey S. Dible, Frost Brown Todd LLC

CATEGORY: Professional Advisors

Jeffrey Dible, esq., presented his perspective on ATRA to CICF's Leadership Councils. His updated presentation is available to download.

READ MORE

May 9, 2013

CATEGORIES: Professional Advisors, Research & News

Donor-advised funds rebound to higher values and greater grant-making impact, following losses sustained during the economic recession.

READ MORE

December 6, 2012

CATEGORIES: About CICF, Grants, Professional Advisors

In a season of shopping and sharing, CICF offers a Giving Catalog, an online resource designed to match donor passions with community needs.

READ MORE

November 20, 2012

CATEGORIES: Professional Advisors, Legacy Fund, Research & News

With the fiscal cliff looming and Congress's actions uncertain, professional advisors are in a position to provide timely perspectives to clients on charitable giving.

READ MORE

August 28, 2012

CATEGORIES: Professional Advisors, Research & News

Beastie Boy Adam Yauch was more than a musician: Yauch was known as a filmmaker and passionate activist, too. When he passed away recently, he left a will that he thought made his intentions clear. But did it?

READ MORE

August 27, 2012

by Jan Edmondson, CFRM, Senior Gift Planning Advisor, CICF

CATEGORY: Professional Advisors

With the continued uncertainty in the future of the tax laws, financial markets, and the effects of the Presidential election, your clients still have unique opportunities to take advantage of the favorable tax laws in 2012 with charitable contributions.

READ MORE

February 21, 2012

by Timothy J. Bender, JD, CPA (inactive), CFP, Mallor Grodner LLP

CATEGORY: Professional Advisors

There are many ways to effectuate gifts for the benefit of family members. But TRA 2010 could make some more viable for your clients than others - but only for a very limited time.

READ MORE

February 14, 2012

CATEGORIES: Donor Story, Professional Advisors

Dr. Charles and Sarah Test cared strongly about the community in which they lived and entrusted CICF to help they leave their legacy. This is their story.

READ MORE

November 3, 2011

by Kevin Alerding, Ice Miller, CICFs Cornerstone Council member

CATEGORY: Professional Advisors

READ MORE

October 26, 2011

CATEGORIES: Legacy Fund, Community Impact, Professional Advisors

CPAs from five firms put down their pencils and laptops on September 23, 2011 to partner with Legacy Fund to build homes and deliver meals to community members in need.

READ MORE

September 6, 2011

CATEGORY: Professional Advisors

READ MORE

August 30, 2011

CATEGORY: Professional Advisors

Featuring estate and charitable planning experts and popular Heckerling Institute speakers, Kathryn Miree and Turney Berry with local estate and charitable planning expert and moderator for this event, Eric Manterfield.

READ MORE

June 7, 2011

by Jeffrey S. Dible, Frost Brown Todd LLC

CATEGORY: Professional Advisors

READ MORE

June 6, 2011

by Rob MacPherson, CAP, CICF Vice President for Development

CATEGORY: Professional Advisors

Provides a quick focus on working with professional advisors and their clients to transform both their giving and the meaning received from their generosity

READ MORE

February 9, 2011

CATEGORY: Professional Advisors

CICF's response to a recent New York Times article

READ MORE

December 14, 2010

by Roderick Wheeler, CICF Grants Officer

CATEGORY: Professional Advisors

READ MORE

November 30, 2010

by Susan Elser, CFP, President of Elser Financial Planning, Inc.

CATEGORY: Professional Advisors

READ MORE

November 30, 2010

by Mary Stanley, J.D., CAP, CICF Senior Gift Planning Advisor

CATEGORY: Professional Advisors

READ MORE

July 8, 2010

by C. Daniel Yates, J.D., Bose McKinney & Evans LLP

CATEGORY: Professional Advisors

READ MORE

July 8, 2010

by Mary Stanley, J.D., CAP, CICF Senior Gift Planning Advisor

CATEGORY: Professional Advisors

READ MORE

April 20, 2010

by Charles A. Liles, Charles A. Liles & Associates, Inc.

CATEGORY: Professional Advisors

As advisors, the lure of a good story is a well deserved antidote to a day of fruitful, yet crushing detail of investment research, the nuances of trusts, the complexity of the tax code, or the multiplicity of life insurance arrangements. Rarely are we afforded the opportunity or privilege to step into our clients' lives and their own personal narratives to help guide and nurture.

READ MORE

April 20, 2010

by Mary Stanley, J.D., CAP, CICF Senior Gift Planning Advisor

CATEGORY: Professional Advisors

READ MORE

April 19, 2010

by Jan Edmondson, CFRM, Senior Gift Planning Advisor, CICF

CATEGORY: Professional Advisors

READ MORE