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Philanthropic Services
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Achieving Client Goals
Please note that the Community Foundation:
  • Does not provide financial, tax, or legal advice.
  • 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.

Contribution Flexibility:
The Community Foundation can accept and hold a wide array of asset types.
  • Cash
  • Trust Funds
  • Retirement Plan Assets
  • Real Estate and Tangible Property
  • Royalties
  • Life Insurance
  • Non-Profit Endowment
  • Corporate Matching Gifts Program
  • Securities
  • Business Interests
  • 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.
Western Indiana Community Foundation
135 S. Stringtown Rd.
P.O. Box 175
Covington, IN. 47932
Phone: 765-793-0702
Fax: 765-793-0703
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