You enjoy having an active role in giving back to the communities and organizations that mean the most to you.  You want to build a successful charitable legacy even while you provide financial security for yourself and your family.  As the community’s trusted philanthropic advisor, CICF can help you create simple, powerful, and highly personal approaches to giving, even if they don’t include us.

Be a strategic and informed giver
You want to make sure your giving produces results, now and in the future. Take advantage of our decades of expertise in evaluating not-for-profits and community issues to enhance your giving.  Create your own charitable fund and invest your gifts in the organizations and issues you care about most.  Or, work with our community funds and let CICF invest your gifts where the needs and opportunities are greatest.

Plan for my taxes and estate
CICF will help you and your advisors put a full menu of giving options to work to save on income, capital gains, and estate taxes.  Make an impact in the community now with gifts of current resources, or give in the future with a planned gift. Some gifts can provide income to you and those you care about.

Involve my family in philanthropy
Your goals and values are important legacies to pass on to our community. CICF can help you and your family discover, refine, and implement your charitable mission and goals through hands-on advising, site visits, workshops, and other tools.

Add value to my family or corporate foundation
You value the freedom of decision-making you receive and the ability to involve your family or colleagues through an independent foundation.  You may not be excited about the regulatory burdens, lower tax deductions, and administrative details that come with it. CICF has options to help you stay involved, even in control, while increasing your tax benefits and lowering your administrative costs. 

There is so much more we’d like you to know
For more information and ideas on ways to integrate your financial planning with charitable giving, talk with your legal or financial advisor and contact CICF at 317.634.2423.