The Wabash Valley Community Foundation offers you services and giving options tailored to assist you meet your clients' goals and needs. We are here to help you serve your clients and facilitate all forms of charitable giving. Take advantage of our services for you:
- Develop donor agreements outlining your clients' charitable goals
- Providing bequest language or wire transfer instructions
- Calculate gift annuity rates
- Providing links to professional resources and area organizations
- Offer counsel on giving instruments and funding options
- Assist with grantmaking research, recommendations, and outcomes
- Provide information and guidance on the communities' charitable needs
We also encourage you to view the Informed Giving section for additional information.
Charitable Giving Update Seminar Friday, September 19, 2008
Holiday Inn of Terre Haute
8:30 a.m. to 11:45 am
Guest Speaker
Laura Hansen Dean,
Attorney at Law
Topics to be covered include:
- How charitable planning is now being used to complement financial and estate planning with clients
- The charitable provisions of the
Pension Protection Act of 2006
- Recent case studies
Click here to download registration application or call Beth Tevlin, Executive Director, at 812-232-2234 for more information.
|
