Tag: Advisors

The Downside of Appreciated Stock

August 25, 2015   On the face of it, the current merger and acquisition (M&A) boom we’re in the midst of would seem to be a good thing. How big of a boom is it? Earlier this year KPMG LLP released a report that gushed, “The boom is back: M&A reemerges as leading growth strategy.” And it’s not […]Read More.

Three Advisors. Three Scenarios. One CICF.

August 25, 2015   Knowledge, experience and commitment to transformational philanthropy make CICF a singular resource for professional advisors from all fields. Professional advisors — CPAs, financial planners, estate lawyers and more — frequently play a quiet, yet invaluable role in how Central Indiana residents give back to their community. At CICF we work hard to understand the […]Read More.

Three Perks of Pro Bono Work

March 19, 2015 How Giving Back Improves Client Services  By now you’ve likely heard that Valeo Financial Advisors recently received the 2014 Team Financial Planning Pro Bono Award from Financial Planning. For anyone familiar with the firm’s work with the Indianapolis Neighborhood Housing Partnership (INHP), the award comes as no surprise. Valeo has made a three-year commitment to […]Read More.

Money Mapping

March 19, 2015 2014 was a good year at CICF for any number of reasons (we can think of nine right off the bat). In simple terms, we received $32 million in “money in” and distributed $42.9 million (“money out”) in 2014 as grants to Central Indiana not-for-profits, and to communities across the U.S. and around the globe. […]Read More.

Nothing But the Ruth

November 21, 2014 Question: What makes a newsletter great? What makes it sing? Answer: Unique insight that helps you do your job and serve your clients better. Or possibly a really stirring collegiate fight song or any one of these. In an effort to make ours more melodious, we’re introducing a new department called “Ask Ruthie” featuring our […]Read More.