Accrues no benefit from brokerage services, commissions, finder fees, or product sales.
Does not sell financial products or services.
The Community Foundation can assist professional advisors by expanding their client service offerings. The Community Foundation adds value through the creation of client-centered philanthropic services and an uncompromising commitment to quality. Click here to read more about the philanthropic services provided by the Community Foundation.
Spend your time advising your clients.
Give your clients powerful tax and financial management tools.
Provide clients with one-stop shopping to achieve their charitable goals.
Rely upon the caring, competent, local services of the Western Indiana Community Foundation.
Increasing Interest in Philanthropy:
An ever-increasing number of families are making philanthropy a central part of their tax, financial and estate plans.
A Fund at the Community Foundation offers maximum privacy advantages over both a Private Foundation and the establishment of a 501(c)(3). All contributions and Fund data can be held in the strictest confidence if desired.
The Community Foundation can accept and hold a wide array of asset types.
Retirement Plan Assets
Real Estate and Tangible Property
Corporate Matching Gifts Program
Private Foundation Assets
Simplicity and Efficiency:
A Fund at the Community Foundation enables your clients to create a named Fund and enjoy maximum tax advantages and philanthropic flexibility.
The Community Foundation is a Resource:
With professional staff and a representative volunteer Board of Directors, the Community Foundation has years of collective experience in philanthropy and we can serve as a resource to you.