Community Involvement | Wealth Management and Retirement Planning | Bedel Financial Consulting, Inc. Indianapolis

Community Involvement

Bedel Financial

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Bedel Financial Consulting feels a strong commitment to our community, which is exemplified by our staff’s involvement in the following non-profit organizations.

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Women’s Fund of Central Indiana

Women's Fund creates options and opportunities for women and girls in central Indiana through the effective distribution of grants to women and girl serving organizations and through the philanthropic engagement and education of current and potential donors.   Elaine Bedel is currently serving as Chair from 2014 to 2015.

clientuploads/goodwill.pngGoodwill Foundation

Goodwill works to enhance the dignity and quality of life of individuals and families by strengthening communities, eliminating barriers to opportunity, and helping people in need reach their full potential through learning and the power of work.  Elaine Bedel currently serves on the Board of Directors.


clientuploads/wfyi.pngWFYI

As a trusted catalyst for lifelong learning, WFYI Public Media engages and enriches our community through distinctive programs and services.  Elaine currently serves on the Voices Steering Campaign, leads the Corporate Campaign subcommittee and is a member of the Investment Committee.

clientuploads/rotary.pngRotary Club of Indianapolis

Rotary is an organization of business and professional leaders united worldwide, who provide humanitarian service, encourage high ethical standards in all vocations, and help build goodwill and peace in the world.  Elaine has served as past Secretary, Vice President and President of this club. She is currently serving on many committees, including the Investment Committee.

Community Leadership

We are proud to have our staff serve in leadership positions for the following community organizations.  See individual staff biographies for more details.

  • Butler University
  • CFA Society of Indianapolis
  • Coburn Place
  • FPA of Central Indiana
  • Greater Indianapolis Area Emmaus Community
  • Goodwill Industries
  • Hanover College
  • Humane Society of Indianapolis
  • Indianapolis Museum of Art
  • Indiana Landmarks
  • John Weidner Foundation
  • Rotary Foundation of Indianapolis, Inc.
  • The Mind Trust
  • WFYI Foundation

Financial and Volunteer Support

  • Wheeler Mission Thrift Store & Donation Center
  • Boy Scouts of America
  • Dress for Success
  • Girl Scouts of Indiana
  • Julian Center
  • Susan G. Komen Foundation
  • Teacher’s Treasures
  • United Way of Central Indiana
  • American Heart Association
Turning Capital Losses into Client Gains

Turning Capital Losses into Client Gains

When working with business owners who have a fairly significant capital loss from their business, we may be able to utilize those losses by converting a large portion of an IRA to a Roth IRA. Doing so will allow the business owner to move those tax-deferred dollars to a tax-free bucket while paying little to no income tax. Now those converted dollars will grow tax free for retirement.

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