The Community Foundation makes effective use of Crescendo, the planned giving industry’s #1 software. Crescendo provides in-depth information on planned giving concepts and tools often used by donors. This powerful software delivers everything you need from persuasive donor-friendly proposals and e-proposals with personalized flow charts and color graphs to detailed technical explanations, trust documents, and tax reference.
Major areas discussed include topics such as: charitable trusts, gift annuities, appreciated securities, real estate, and charitable tax rules. Each topic describes the concept, how it works, the tax consequences, key advantages and disadvantages, and planning ideas and considerations.
Why work with the Community Foundation?
Spend your time advising 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.
Your Client Decides
The Foundation is made up of more than a hundred philanthropic funds, each reflecting its creator's intentions and strategic goals. The Community Foundation provides individualized service so your client’s philanthropy can be meaningful and fun. To learn about different types of funds your client could establish... - Giving - CHOICE 3 (Types of Charitable Funds)
Establishing a Fund is Simple
You may rest assured that your client will be very pleased with the personal attention and the services, which can be provided by the Community Foundation. To give your client the simple steps of creating a fund at the Community Foundation... - Giving
Put Your Clients Assets to Work For Them
Many people have assets they don’t need or use that could benefit their charitable cause. Giving to the Community Foundation can help you put your clients’ assets to work -- For Good -- Forever. Tto learn about assets the Community Foundation can accept... - Giving - CHOICE 4 (Giving Methods)
Tax-Wise Giving
As you know, the Internal Revenue Service rewards giving to charity. Gifts to charity can reduce both income and estate taxes. For a summary of various planned giving vehicles... - Giving - CHOICE 4 (Giving Methods)
The Community Foundation makes effective use of Crescendo, the planned giving industry’s #1 software. Crescendo provides in-depth information on planned giving concepts and tools often used by donors. This powerful software delivers everything you need from persuasive donor-friendly proposals and e-proposals with personalized flow charts and color graphs to detailed technical explanations, trust documents, and tax reference.
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