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Achieving Client Goals
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
.
Attorneys Accountants Financial Advisors Trust Officers
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.
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.

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
Email: info@wicf-inc.org

©2016 - Western Indiana Community Foundation. All Rights Reserved.