Advisor Resources

The Community Foundation will work with you to assist you as you serve your clients' planning needs. Feel free to contact the Foundation staff to obtain ideas regarding creating charitable and scholarship funds. Use the Foundation's gift calculator to calculate the terms of planned gifts such as charitable remainder or charitable lead trusts.  The Community Foundation is happy to provide assistance to you as you serve the needs of your clients.

Take advantage of our services:

1. Develop donor agreements outlining your clients' charitable goals
   
   
2. Providing bequest language or wire transfer instructions
   
   
3. Calculate gift annuity rates
   
   
4. Providing links to professional resources and area organizations
   
   
5. Offer counsel on giving instruments and funding options
   
   
6. Assist with grantmaking research, recommendations, and outcomes
   
   
7. Provide information and guidance on the communities' charitable needs

We also encourage you to view the Informed Giving section for additional information.

West Central Region of Indiana Community Foundations
Continuing Professional Education Seminar

Current Issues in Charitable Gift and Estate Planning
by Phil Purcell, J.D
For Attorneys, CPAs, Trust Officers, CLU/ACLUs & CFPs

October 29, 2010
9:00 a.m. to 4:30 p.m.
Terre Haute Country Club
6 hours credit including 1 hour ethics

Lunch, light morning and afternoon refreshments provided

Click here to download registration application or contact the foundation at 812-232-2234 for more information.

More information will be mailed to registrants on August 15, 2010.