Planned Giving Home

Home

For Donors

Planned Giving Home

Donor Stories

Create Your Plan

Community Foundations

For Advisors

Welcome to Planned Giving for Indiana Community Foundations

Thank you for visiting the Indiana Community Foundations' gift planning web site.

Many Indiana Community Foundations are collaborating in a gift planning cooperative program. This program is to serve you and your family, your local community and your favorite charities. You can locate your community foundation's contact information by clicking here. To determine if your local community foundation is currently participating in the gift planning cooperative program click here. If your community foundation is not listed in the planned giving cooperative yet, check back often - more foundations will be added.

You are invited to view all the gift planning stories, run a proposal, open the "Reading Room," and explore all the planned giving information available on this site. You have an opportunity to leave a lasting legacy to strengthen and build a better community.

Benefits for Donors

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Property Turns Into Income
Miranda Jackson lived in the family home where she and her husband had raised their three children. After her husband passed away, Miranda found it increasingly difficult to care for her property. More on Property Turns Into Income >>.

Flexible Deferred Gift Annuity
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially to $118,000. More on Flexible Deferred Gift Annuity >>.

Part Gift and Part Sale
Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.

Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact gift@indianagrantmakers.org.

If you are a professional advisor, you may take the following steps on this site.