Community Involvement

Community Involvement


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

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.

Goodwill 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.

WFYI

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.

Rotary 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
Identifying “Outside the Box” Gifting Strategies

Identifying “Outside the Box” Gifting Strategies

While establishing an appropriate investment strategy with new clients, we take the time to consider every option, while ensuring the chosen plan does not have any negative unforeseen surprises. For example, if a client has several long-held stocks in their portfolio with very low cost basis, our first concern is the possible high tax consequence should they want to sell these holdings. By taking the time to think “outside the box”, we may be able to accomplish another goal of the clients, such as gifting to family and charitable causes close the client. By choosing to gift the zero-basis appreciated stock instead of cash to children or charities, the client is able to avoid having to pay long-term capital gains tax and the children and/or charity can benefit from this generosity, a win-win all around!.

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