Contact Your Philanthropic Advisor
Your Philanthropy Team
Joanna Nixon
Manager, Efroymson Family Fund
February 20, 2026
Charitable plans can outgrow the paperwork. If you have a donor-advised fund with an entity in the CICF Collaborative, it is a great idea to meet with our team once a year to review where things stand.
November 14, 2025
Whether increased community needs are triggered by politics, a natural disaster, or economic factors, the CICF Collaborative is committed to helping you structure charitable giving plans that make a real difference in the lives of people in our region.
December 10, 2025
For donors aged 70½ and older, an effective charitable giving tool available is the Qualified Charitable Distribution, or QCD.
January 29, 2026
In 2026 new tax laws may impact charitable giving strategies for some people. Here are the changes that you’ll want to be aware of, and, most importantly, share with your tax advisors as soon as possible to determine how these changes might impact your situation
November 14, 2025
As year-end approaches, we hope your thoughts turn to charitable giving—both as a way to support your favorite causes and to make the most of available tax benefits. Recent changes in the tax laws have caused many people to ask about changes to their deductibility, starting with a very fundamental question about what the IRS does and does not consider deductible.
September 16, 2025
Despite–or perhaps in light of–the recent whirlwind of commentary about new federal laws and the implications for the charitable deduction and charitable giving, it is really important keep in mind that for most individuals, the decision to give is driven by deeply personal factors–such as compassion, moral obligation, empathy, or a belief in a cause—rather than financial incentives.
October 31, 2025
Beginning Nov. 1, nearly 600,000 Hoosiers who rely on the Supplemental Nutrition Assistance Program (SNAP) will lose access to their benefits — including 150,000 of our Central Indiana neighbors.
We are deeply grateful for your partnership and the outpouring of requests on how to help. Together with our partners across Central Indiana, we’ve outlined several ways to ensure that no neighbor goes hungry during this critical time.
August 16, 2025
Many people think of succession planning as something only relevant to businesses or nonprofits. However, it's equally important when considering the legacy you want to leave through philanthropy—including being intentional about what happens to your donor-advised fund after you're gone. The team at the CICF Collaborative can help structure provisions for your donor-advised fund to engage your family, tap the CICF Collaborative’s expertise, or a combination of both so that your donor-advised fund can become a multi-generational legacy that reflects your values.
October 17, 2025
At CICF Collaborative, we encourage donors to review their charitable giving plans before year-end, especially as new tax laws may impact existing strategies. This article outlines six key tips for evaluating your philanthropy, including updates on estate tax exemptions, charitable deduction rules, and smart giving techniques like bunching and Qualified Charitable Distributions. Our team is available to collaborate with you and your advisors to ensure your giving remains tax-efficient, strategic, and aligned with your philanthropic goals.
September 25, 2025
Welcome to the CICF Collaborative fundholder newsletter. In this issue, we’re highlighting arts and culture – a more expansive giving area than many of us realize.
September 16, 2025
“Philanthropy” may sound like something reserved for wealthy, “mature” adults, but that’s not at all the case. At the CICF Collaborative we work with individuals of every generation, from young adults to retirees and everyone in between.
October 17, 2025
We’re hearing from more advisors whose clients are seeking deeper guidance on how to make their charitable giving truly impactful. This article highlights how our team helps structure philanthropy, engage the next generation, and connect clients with meaningful community opportunities. As Central Indiana’s original philanthropy advisors, CICF offers local expertise, trusted nonprofit connections, and flexible giving tools to help clients align their charitable goals with their overall financial and estate plans.