Resources for Professional Advisors
Explore resources created by the CICF team and its partners.
November 7, 2025
Right now, many families across Central Indiana are facing financial strain, experiencing rising costs of food, rent, and healthcare. We know many of your clients may be asking how they can help. Now and in the future, whenever crises occur, and whether community challenges stem from a government shutdown that interrupts paychecks and services, a natural disaster that disrupts daily life, or ongoing economic pressures, the CICF Collaborative is ready to partner with you and your clients to create charitable giving plans that deliver meaningful, lasting impact where it’s needed most.
November 7, 2025
Right now, many families across Central Indiana are facing financial strain, experiencing rising costs of food, rent, and healthcare. We know many of your clients may be asking how they can help. Now and in the future, whenever crises occur, and whether community challenges stem from a government shutdown that interrupts paychecks and services, a natural disaster that disrupts daily life, or ongoing economic pressures, the CICF Collaborative is ready to partner with you and your clients to create charitable giving plans that deliver meaningful, lasting impact where it’s needed most.
October 17, 2025
At CICF Collaborative, we know the fourth quarter is a key time for advisors to help clients with year-end charitable planning. In this article, we clear up three common myths about charitable giving under the new OBBBA law—covering Qualified Charitable Distributions, new deduction “floors” and “caps,” and the upcoming “above-the-line” deduction for non-itemizers. We invite advisors to connect with our team for clarity, resources, and support in navigating these evolving charitable giving rules.
September 16, 2025
Charitable deductions may increasingly land on the IRS’s radar, especially as the IRS begins to deploy even more AI-powered audit tools and the One Big Beautiful Bill Act (OBBBA)’s 0.5% AGI deduction floor and new charitable deduction caps kick in next year. As an advisor, you’ll likely want to step up your efforts to ensure that clients’ contributions are impeccably documented.
September 16, 2025
When it comes to philanthropy, private foundations and donor-advised funds stand at the forefront of popular giving vehicles for donors. In fact, grants from these two giving strategies accounted for $168.88 billion in support to nonprofits in 2023 ($54.77 billion from donor-advised funds and $114.11 billion from private foundations). But with their similarities (and many stark differences), it’s important to know the benefits of each strategy when advising your philanthropic clients.
September 16, 2025
At the CICF Collaborative, we’re committed to staying on top of changes in the tax laws that could impact the charitable planning advice you provide to your clients. Our role is to be knowledgeable so that we can point donors in the right direction and let them know when it’s crucial to consult their tax advisors. Our role is also to let you know about key legal developments and other trends related to charitable planning so that you can more easily find the information you need to properly advise your clients.
August 15, 2025
If you’ve noticed a surprising uptick in recent years among your younger clients investing in artwork, it is not your imagination! A survey of 1,007 U.S. high net worth individuals (each with at least $3 million in investable assets) found that 83% of respondents aged 43 and under said they currently own or would like to own art—compared with only 34% of those older than 43.
August 15, 2025
At the CICF Collaborative we’re dedicated to helping your clients achieve their charitable goals. We’re honored to serve as your trusted resource for tax-efficient giving strategies, help your clients maximize their charitable impact, and support your clients as they build lasting philanthropic legacies. As you continue (or begin) conversations about charitable giving with your clients, one important question often arises: How would your clients like their giving to be acknowledged and recognized?
August 15, 2025
It’s never been easy to navigate the ever-shifting tax rules to help clients structure their charitable giving, and now it’s even trickier. Major changes under the One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, are creating complexity, opportunity, and, for some, urgency. The OBBBA reshapes both how much a client can deduct for charitable contributions and which clients can benefit from these deductions in the first place.