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| Attorneys |
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Accountants |
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Financial Advisors |
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Trust Officers |
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 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. |
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| 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. |
| 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. |
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| KEY CONSIDERATIONS |
Increasing Interest in Philanthropy:
An ever-increasing number of families are making philanthropy a central part of their tax, financial and estate plans |
Confidentiality:
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.
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 Cash |
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Royalties |
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Securities |
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Trust Funds |
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Life Insurance |
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Business Interests |
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Retirement Plan Assets |
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Non-Profit Endowment |
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Private Foundation Assets |
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Real Estate and Tangible Property |
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Corporate Matching Gifts Program |
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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. |
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Need help?
Give us a call. If we don't know the answer to your question, we can probably point you in the right direction. Contact the Executive Director, Dale White, at (765) 793-0702 or dwhite@wicf-inc.org. |
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info@wicf-inc.org
