Resources for Professional Advisors
Explore resources created by the CICF team and its partners.
What we Learned at TEDxIndianapolis’ “Generosity for a New Era” Salon
Balancing gifts to heirs with the community’s future
Indiana Students Still Believe in Education. Too Many Can’t Enroll. What the Data Means and How Our Community Can Help.
Jennifer Bartenbach: We need clearly defined roles for Indiana’s public, private, and nonprofit sectors
Tax season debrief: Three common regrets
When a Gift Isn’t a Check, We Can Still Help
Why 2026 is different: Four tax-time reminders
Behind clients’ anxiety: It’s not all because of taxes
Three scenarios for tax season and time-sensitive tips
Can charitable dollars go to support individuals?
Coordinating with other advisors? Clients depend on it
Is the check still in the mail? Advising clients on other ways to give
Helping Clients Turn Wealth Transfer into Lasting Community Impact
Charitable tax law changes for 2026: Keeping your tax advisors in the loop
Navigating a charitable client’s concentrated stock position
Four reasons to mention charitable giving in every client meeting
FAQs: Charitable giving considerations for 2026 and beyond
Themes and Trends: Your Year-End Reading List
Community Foundation DAFs versus commercial DAFs
Advising Your Philanthropic Clients: Three Tips For Year-End
Year-end planning: Seven questions for clients’ charitable giving
Charitable giving in times of urgent need—and plenty of tax-planning opportunities
Philanthropy advising? Yes, we do that!
Real, or make believe? Dispelling new tax law myths
Document, document, document: A cautionary tale
Going private is not so private: Advantages of a community foundation donor-advised fund
Easy(ish) reading on changes to charitable deduction rules
Navigating New Laws: Opportunities for Donors in 2025
Gifts of artwork: Worth a look, but be careful
Quiet types: Spotting clients who prefer to give anonymously
Timing is everything: Mapping out clients’ 2025 charitable giving plans
CICF Collaborative Bus Tour: Fundholders Explore How to Support Students and Schools
CICF Joins Community Foundations in Washington, D.C. to Advocate for Philanthropy Policy
CICF Joins Community Foundations in Washington, D.C. to Advocate for Philanthropy Policy
Options to Support the New Orleans New Year’s Eve Tragedy and the California Wildfire Crisis
Our Commitment to Fundholders
Scholarships Annual Report Published for 2023-2024 School Year