Giving
Ten thousand people turn 65 every day. With advances in medicine, this could begin the writing of many chapters in your life’s book throughout a long and healthy retirement. Naturally,…
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…
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.…
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…
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…
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…
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…
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…
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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