Professional Advisors

CICF is a partner you can rely on to help your clients give with clarity and purpose. We work alongside professional advisors to complement your expertise with practical philanthropic guidance and deep knowledge of our community. Whether your client is exploring charitable options, building a long-term giving strategy, or looking to make a more meaningful impact, we’re here to support you and strengthen the service you provide.

$1.4B+ assets stewarded by CICF
$37M 2025 grants from CICF fundholders

CICF helps professional advisors support clients who want to give with purpose and understand where their philanthropy can make a difference. We partner with attorneys, accountants, financial advisors, wealth managers, and other advisors by providing charitable giving expertise, flexible giving solutions, and deep knowledge of Central Indiana’s communities, needs, and nonprofit landscape.

You lead the client relationship. CICF can work alongside you, or directly with your clients at your invitation, to help clarify charitable goals, explore giving options, and connect generosity to the causes and communities they care about.

Explore Our Offerings

Types of Funds

Array ( [] => [link] => Array ( [type] => url [value] => https://www.cicf.org/explore-fund-options/ [url] => https://www.cicf.org/explore-fund-options/ [name] => https://www.cicf.org/explore-fund-options/ [title] => Explore [target] => ) [cta_options] => Array ( [] => [icon_location] => left [icon] => Array ( [icon] => arrow--right ) [button_color] => Array ( [color] => default ) [button_style] => solid ) )
Explore

Legacy Giving

Array ( [] => [link] => Array ( [type] => url [value] => https://www.cicf.org/legacy-giving [url] => https://www.cicf.org/legacy-giving [name] => https://www.cicf.org/legacy-giving [title] => Explore [target] => ) [cta_options] => Array ( [] => [icon_location] => left [icon] => Array ( [icon] => arrow--right ) [button_color] => Array ( [color] => default ) [button_style] => solid ) )
Explore

Donor Resources

Array ( [] => [link] => Array ( [type] => url [value] => https://www.cicf.org/fundholders/ [url] => https://www.cicf.org/fundholders/ [name] => https://www.cicf.org/fundholders/ [title] => Explore [target] => ) [cta_options] => Array ( [] => [icon_location] => left [icon] => Array ( [icon] => arrow--right ) [button_color] => Array ( [color] => default ) [button_style] => solid ) )
Explore

How We Support 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

Let's Connect

Use the form below to ask a question, request resources, set up a conversation, or talk through a client’s charitable goals. We’ll follow your lead and provide the insight and support you need.

Preferred Method of Communication