Tag: Advisors

Understanding the SECURE Act

January 17, 2020 The SECURE Act, signed into law at the end of December and effective Jan. 1, 2020, has sent estate planning attorneys, financial advisors, accountants and insurance professionals into a frenzy to figure out how the law will impact their clients’ retirement and estate plans.Read More.

Advisors – charitable strategies to help your clients

October 20, 2018 by Sarah Weaver, JD,  senior gift planning advisor at CICF Earlier this year, our newsletter featured the charitable giving strategy of bunching with donor-advised funds in response to the passage of the Tax Cuts and Jobs Act in December of 2017 and the increased standard deduction. As we enter the fourth quarter of 2018, we […]Read More.

Advisors – thank you and thanks to you

December 18, 2017 Thank you Central Indiana professional advisors for partnering with Central Indiana Community Foundation, The Indianapolis Foundation and Legacy Fund of Hamilton County to benefit your clients and our community.Read More.

Advisors – charitable strategies to help your clients

December 18, 2017 Now that we are well into the fourth quarter of 2017, your clients are likely contemplating year-end charitable gifts in order to maximize their tax benefits, particularly in light of the proposed tax reform legislation. 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.  Unlike gifts from Santa, however, tax benefits do not come without strings.  Here is a checklist of iss…Read More.

Charitable Strategies to Help Your Clients: CICF’s new funds for charitable gifts of IRA rollovers provide ease and flexibility for those 70½ and older

June 5, 2017 CICF recently launched a new type of fund specifically for charitable gifts of IRA rollovers. If you have clients who are at least 70½, they are eligible to transfer up to $100,000, or up to $200,000 for a married couple, of their IRA assets directly to a qualified public charity. Read More.

Team Up with CICF

June 5, 2017 Utilize CICF’s expertise without giving up management of your client’s charitable assets. A 2015 Bank of America study found that 89 percent of professional advisors discuss philanthropy with clients and 71 percent make it their regular practice to ask clients about their interest in charitable giving. Chances are, you are one of those advisors! Read More.