Community Foundation of Southwest Indiana

11/04/2026

We want to hear from you, Southwest Indiana. What are the strengths and needs you see where you live and work?

Take the Shape Our Future survey and help guide where the Community Foundation of Southwest Indiana focuses its support. It takes about 15 minutes, your answers are confidential, and it closes Wednesday, November 25, 2026.

https://vist.ly/5ree2

Please share this post with others in the region!

10/23/2026

Statement jewelry for people who plan ahead.

The Legacy Society lapel pin is small, gold, and very good at starting conversations. It goes to people who have included the Community Foundation of Southwest Indiana in their estate plans or made another qualifying planned gift.

Members also receive invitations to gatherings and updates on the impact of planned gifts. Prefer to stay anonymous? That works too. Recognition is always your choice.

Learn more about the Legacy Society: https://vist.ly/5pqu4

10/23/2026

What kind of community do you want the next generation to inherit?

An endowment fund with the Community Foundation of Southwest Indiana puts your gift to work for the causes you care about. Your gift is invested, and its earnings support Southwest Indiana year after year, for generations.

Curious what a fund could look like for you? https://vist.ly/5pkv9

10/22/2026

What if your giving could go three times as far and create an impact that lasts for generations?

This month, explore ways to grow your legacy and see how generosity is making a difference across Southwest Indiana. Plus, hear directly from a member of our team on what all donors should know.

👉 See the full October newsletter at the link in our comments!

______

10/21/2026

Your family gets the house. Your fund gets the IRA.

Here is why many donors divide their assets this way. Family members who inherit an IRA may owe income tax on it. A charity does not. That makes a retirement account a tax-smart gift to a fund, while your loved ones receive other assets, like your home.

It takes one beneficiary form from your account provider, and your financial advisor can walk you through it.

Learn more: https://vist.ly/5pec6

General information only, not legal or tax advice. Please talk with your attorney or financial advisor.

10/20/2026

Homework, but the good kind: two small assignments.

1. One sentence in your will or trust. Ask your attorney to add the Community Foundation of Southwest Indiana, and your fund can keep giving back for generations. Not sure what to say? We have sample wording your attorney can start from.

2. One beneficiary form for your life insurance policy. It takes about as long as ordering a coffee, and your advisor can walk you through it.

Attorneys and advisors handle this all the time.

Already finished the assignment? Let us know with our Legacy Gift Intent Form. It is not a legal obligation, and you can change it anytime.

➡️ Find the sample wording and the form here: https://vist.ly/5p9ei

General information only, not legal or tax advice. Please talk with your attorney or financial advisor.

10/19/2026

Somewhere in your house, there is a blender two people will fight over, a cast iron skillet with a family legacy, and 15 boxes of holiday decorations for every season. Your estate plan can settle all of that.

It can also help the fund you started grow and give even more, long after the blender retires. Is your fund in your estate plans yet? All week, in honor of National Estate Planning Awareness Week, we’re making it easy.

➡️ Start here to learn more: https://vist.ly/5p4ik

General information only, not legal or tax advice. Please talk with your attorney or financial advisor.

10/14/2026

10/11/2026

What's your giving style? Fall Festival Edition: The Ferris Wheel 🎡

If you answered F on Monday's quiz, this one's you.

The Fall Fest has wrapped up for another year. You might not have had a chance to ride the Ferris wheel, but you know it will be there when you come back.

A planned gift works a little like that. You make the decision today through your estate plan, and your gift keeps supporting Southwest Indiana long after you've stepped off.

Take the long view. Learn more at cfswi.org.

10/10/2026

What's your giving style? Fall Festival Edition: The More the Merrier

If you answered E on Monday's quiz, this one's you.

You're the one who rounds up the kids, the cousins, and the neighbor's kid, because you want everyone to have a night they'll remember.

A Scholarship Fund works the same way. It gives a student the chance to take the next step, and that opportunity stays with them long after the lights go down on Franklin Street.

Who's in your Fall Fest crew? Tell us below! 👇