Planned Giving Portal

PLANNED GIVING SITE
To go to our Planned Giving site, click here.  Through this site, in partnership with Indiana Grantmakers Alliance, we are happy to supply donors and legal/financial advisors with illustrations for charitable trusts and other planned gifts, and to provide news, information and stories related to planned giving and seniors. You can access those resources online, or sign up to receive our free e-newsletters.

LEGACIES OF CARING PLANNED GIVING SEMINAR
To view a summary and photo gallery from our Legacies of Caring Planned Giving Seminar, please click here.

EXPERT LOCAL ADVICE
Each issue of the Community Foundation's quarterly newsletter, The Illuminator, includes a guest column from a local professional advisor. Here are some of the articles featured in the most recent editions.

Charitable Lead Trusts Benefit Family And Charity, by Peggy Frisbie, May 2008

A Charitable Use Of Retirement Assets, by Bill Verhagen, February 2008

The Growth of Donor-Advised Funds, by Robert L. Ralston, November 2007

Charitable Remainder Trusts Help Donor And Charity, by Jim Bohrer, August 2007

Life Insurance as Charitable Giving, by Ron Remak, May 2007

New Tax-Wise IRA Gift Possible by Lance Like, February 2007








 
101 W. Kirkwood, Suite 321 // Bloomington, IN 47404-6129
Phone: (812) 333-9016 // Fax: (812) 333-1153