Professional Advisors
As your client’s trusted advisor, you have helped them provide for their family and plan for their future. They rely on you for advice. They want you to offer options and suggest solutions, including times when charitable giving might be right. You have your client’s best interests at heart. So do we.
"Being a Charitable Investment Partner has helped deepen client relationships by understanding what is most important to them and implementing strategies efficiently. The Community Foundation has been a huge value add for our clients.”
- Trent Burley, CFP®, RICP®, Director of Planning
McGill Junge Wealth Management
How We Can Support
Your clients rely on your guidance to make important financial, tax and legal decisions. When it comes to charitable giving, we can support you to simplify their giving and amplify their impact.
| Trusted Philanthropic Support |
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You are an expert in your field. Let us be yours in philanthropy. We will share our knowledge of giving tools and strategies, as well as provide education on pressing needs, promising opportunities and local nonprofit organizations providing strategic solutions.
As a benefit of establishing a charitable fund through the Community Foundation, we can help your clients develop personalized and strategic giving plans, engage younger generations in charitable conversations and help guide businesses to maximize community impact opportunities.
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| Charitable Funds |
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Your clients can open a charitable fund at the Community Foundation. A variety of fund types are available to help your clients meet their unique charitable giving goals. For example, donor advised funds are a popular philanthropic vehicle that allows your clients to make charitable contributions, receive an immediate tax deduction and recommend distributions to their favorite causes and communities over time.
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| Retain Client Assets |
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Through our Charitable Investment Partner program, wealth planners can invest assets in a Community Foundation charitable fund on behalf of their clients, while maintaining the assets under management.
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Our Distinct Advantage
Community Foundations are experts in your clients’ local communities, ready to share knowledge on the pressing needs and promising opportunities of their region. We are focused on building personalized giving strategies that maximize clients’ charitable investments, share the joy of giving and create the best plan for a legacy of impact.
By working with the Community Foundation, it makes you part of the change we enable in the communities we serve. It’s the community convenings, strategic grantmaking, donor connections, facilitated dialogues, nonprofit trainings and promotion of charitable giving that ultimately transform the communities we call home. We’re simply better together.
"The Community Foundation's exceptional staff, investment knowledge and administrative expertise provide the support I need to help clients achieve their charitable intentions with confidence."
- Kelsey R. Sjoblom, J.D.
Attorney, Duncan Green, P.C.
Other Benefits of Working With Us
| Processing Non-Cash Gifts |
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Cash is easy to donate, but it may not be the best option for all situations. We make it easy to donate tax-wise, non-cash assets such as stock, real estate, business interests, personal tangible property, retirement plan assets, life insurance, agricultural assets and much more.
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| Endow Iowa Tax Credit |
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Access to the Endow Iowa Tax Credit is only available through Iowa community foundations. Your clients may qualify for the 25% state tax credit on qualified gifts.
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| Simplify Estate Plans |
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If your clients want to leave a legacy to nonprofits beyond their lifetime, including the Community Foundation in their estate plan streamlines the process. A variety of gifts are accepted including gifts from a will, trust, life insurance policies, IRAs, 401(k) plans, real estate, charitable gift annuities and charitable remainder trusts.
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| Networking and Continuing Education |
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We host events throughout the year so you can connect with other financial, legal and tax planners, while you stay up-to-date on charitable tax rules, community initiatives and nonprofits working to address needs in our area. We also provide a variety of engagement opportunities you and your clients can attend together.
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