Professional Advisors
Consider joining the more than 1,200 advisors in the Professional Advisor Network to learn more about charitable giving strategies and the nonprofits serving our community.
Client-driven Philanthropy
As a trusted and connected partner, CICF inspires and informs generous people to invest in a more equitable and vibrant Indianapolis, now and for generations to come. At CICF, we connect people with purpose because the greatest changes happen when people come together in partnership, collaboration, and generosity.
Combining your expertise in tax planning, wealth management, investment management, or financial or estate planning with the experienced staff at CICF, brings your clients the best of the practical and technical world with the best philanthropic advising and community knowledge available. We know that many professional advisor firms do not have an impact advisor or philanthropic planning expert on their team. That’s where CICF comes in. We’re here to expand your practice, bring best-in-class resources and customer service to your clients, and support your lead all along the way.
What we bring to you and your clients
IMPACT
- Connecting donors to the local nonprofit community
- Convening cross-sector partnerships to solve community-wide issues
- Marshalling resources with donors for maximum impact
- Addressing urgent local, national, and international needs
SERVICE
- Dedicated personal philanthropic advisors and custom charitable solutions
- Multi-generation family philanthropic tools and resources for a lasting legacy
- Community knowledge to understand the community’s greatest needs and connect donors as needs align with their interests
- Connection with other charitable-minded individuals and the opportunity to learn together about local issues
FLEXIBILITY
- Funds can be actively managed by a donor’s investment manager
- More tax-wise tools and solutions than other commercial charitable funds
- Robust succession planning
- Flexible grantmaking strategy
Networking and Professional Development
CICF brings together the professional advisor community through a variety of affinity groups, conferences, and learning opportunities.
Professional Advisor Network
For more than 20 years, the Professional Advisor Network has brought together the region’s leading advisors in tax, estate planning, wealth management, and insurance, to learn more about the various needs our community faces and the nonprofit organizations working to make a difference. Through several events each year, including annual Nonprofit Bus Tours and the fall Professional Advisor Seminar, advisors are exposed to the areas where they and their clients can make the biggest impact and gain relevant continuing education about the latest charitable planning topics. By joining the Professional Advisor Network, you and your clients receive custom support and counsel to meet any charitable planning goals.
Annual Seminar for Professional Advisors and other Learning Opportunities
Annually, typically in the fall, CICF and its partners within the CICF Collaborative sponsor a free, continuing education seminar. From tax planning, estate planning, legacy and wealth preservation techniques – the topics of the seminar are based on your feedback and interests and provide the most contemporary speakers and issues. To request an invitation to hear these nationally known speakers, email Clark Collier at clarkc@cicf.org.
Similarly, CICF regularly presents community and topical immersion sessions, racial equity workshops, family philanthropy events, and other learning and experiential opportunities. Subscribe to stay apprised of events.