Giving from the Heart

June 8, 2021
Laurinda Swank and her mother Theresa

Central Indiana is home to enough nonprofit organizations with worthy causes to make an interested donor’s head spin. How to choose one over another? Laurinda Swank believes in following her…

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Charitable Planning and the American Rescue Plan

April 27, 2021
Older couple working on taxes together

If you have not yet filed your 2020 income tax return, do not fret. The deadline for filing 2020 returns has been extended from April 15 to May 17, 2021.…

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A Resolution That You Can and Should Keep

February 8, 2021
Financial planner meeting with couple with face masks during pandemic

Now that January has come and gone, how are you doing on your New Year’s resolutions? If you are like me, making New Year’s resolutions is easy; keeping them is…

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Introducing a New Tool to Make Donations

June 9, 2020

The recent coronavirus crisis and wild market roller coaster may have caused you to scale back or halt your donation plans for your favorite charities. While this is understandable, there…

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Estate Plans: Let’s Complete the Process

April 22, 2020
Estate Planning

As we reviewed recently, updating or completing an estate plan is something we do not like to think about but need to get done. Action steps include: While you are…

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Estate Plans: Time to Get Them Done or Updated

April 6, 2020
Estate Planning in Central Indiana

Let’s face it, there are things that we do not want to think about now or ever, but you and I know these things must get done. My friends, let’s…

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Make CICOA Part of Your Legacy

January 27, 2020
Donate to Help Seniors and People with Disabilities

A Guide to Planned Giving In the new year, you may be working on getting your finances in order, going through paperwork, or making changes to your will. These are…

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How to Donate Your IRA Required Minimum Distribution to CICOA

October 9, 2019
How to donate your IRA required minimum distribution

Disclaimer: This guide is for informational purposes only. Always consult your tax, legal, or accounting advisors before engaging in any transaction. Have CICOA’s services positively impacted your life or the…

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