Senior gift planning advisor, Sarah Weaver, is the newest member of the CICF development team. Weaver shares more about her background, her personal charitable passions and why she is thrilled to be working at CICF.
A great opportunity exists for you to add value by helping to educate your clients about the tax smart benefits of charitable giving. Beyond gifts of appreciated, publicly traded stock, one strategy on the rise at CICF is the donation of privately held business interests, including gifts of interests in closely held C corporations, S corporations, partnerships and limited liability companies.
If charitable giving is not on your clients’ radar, this is an excellent time to begin that conversation. Not only do clients tend to be in the giving spirit around this time of year, but they also can significantly reduce their tax burden by making charitable contributions.
CICF’s Professional Advisor Leadership Council (PALC) board chair, Rick Kissel, gives tips for how to talk to clients about their charitable intent and shares his hopes for the city of Indianapolis.
An IRA beneficiary designation can be an easy and effective charitable tool to use as part of your clients’ estate planning.
The death of a parent can be devastating for a family, but Alice and Kirk McKinney had a plan for their estate—a plan that had been sketched out during their lifetimes, but left flexible enough to enable their children and grandchildren to create their legacies.
When something sounds too good to be true, it usually is. Sharon Merriman’s daughters tried to tell her this when she explained her plans to open a charitable gift annuity that would pay her income during her life, with the remainder benefiting a charitable cause she cared about. It’s a good thing she didn’t share the same hesitancy.
The Protecting Americans from Tax Hikes (PATH) Act of 2015 made permanent the Charitable IRA Rollover provision of the Pension Protection Act of 2006.
Kathryn Miree, planned giving consultant, demands the attention of a room. Not because she asked for it—though she did warn the audience at CICF’s fall Professional Advisor Seminar against falling asleep—but because her passion for planned giving and family philanthropy is too big to ignore. Miree’s high-energy presentation and real-life examples of planned gifts gone awry were often both hilarious and a little scary, but provided the audience with powerful tools to help make their clients’ philanthropic dreams come true.
Kiss checkbook giving goodbye! -from Ruthie Purcell-Jones Circles. If Indianapolis were to designate a city shape, it’d be a circle hands down. Monument Circle, Hamilton County round-a-bouts, I-465 loop, basketball hoops, bicycle wheels, Indianapolis Motor Speedway… circle, circle and more circle. We’re a community of unending circles. And I love it. Here’s why: a… Continue reading.
On the face of it, the current merger and acquisition (M&A) boom we’re in the midst of would seem to be a good thing. How big of a boom is it? Earlier this year KPMG LLP released a report that gushed, “The boom is back: M&A reemerges as leading growth strategy.” And it’s not… Continue reading.
Knowledge, experience and commitment to transformational philanthropy make CICF a singular resource for professional advisors from all fields. Professional advisors — CPAs, financial planners, estate lawyers and more — frequently play a quiet, yet invaluable role in how Central Indiana residents give back to their community. At CICF we work hard to understand the… Continue reading.
How Giving Back Improves Client Services By now you’ve likely heard that Valeo Financial Advisors recently received the 2014 Team Financial Planning Pro Bono Award from Financial Planning. For anyone familiar with the firm’s work with the Indianapolis Neighborhood Housing Partnership (INHP), the award comes as no surprise. Valeo has made a three-year commitment to… Continue reading.
2014 was a good year at CICF for any number of reasons (we can think of nine right off the bat). In simple terms, we received $32 million in “money in” and distributed $42.9 million (“money out”) in 2014 as grants to Central Indiana not-for-profits, and to communities across the U.S. and around the globe…. Continue reading.
Question: What makes a newsletter great? What makes it sing? Answer: Unique insight that helps you do your job and serve your clients better. Or possibly a really stirring collegiate fight song or any one of these. In an effort to make ours more melodious, we’re introducing a new department called “Ask Ruthie” featuring our… Continue reading.