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.Read More.
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.Read More.
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 cl…Read More.
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 […]Read More.