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Helping your clients establish a charitable fund through the Community Foundation is now easier than ever. Through the Community Foundation’s Charitable Investment Partners program, donors can establish funds at the Community Foundation while their assets are managed by their preferred professional advisors.
Donors in the program gain access to all services the Community Foundation offers including maximum tax benefits, Endow Iowa Tax Credits, expert philanthropic guidance and flexible giving options. Plus, the Community Foundation accepts a variety of gifts including cash, appreciated stock, real estate and other assets.
HOW IT WORKS:
- Your clients establish a fund at the Community Foundation and receive maximum tax benefits.
- If your clients establish Endow Iowa qualified funds, they are eligible to receive a 25% Endow Iowa Tax Credit in addition to normal federal charitable income tax deductions.
- We establish an investment account with you, and you provide investment services. The assets in the donor’s fund remain under your management.
- Your clients recommend grants from the fund, working with our professional staff to support the causes and organizations they care about most.
- The Community Foundation issues grants to charities your clients select.
- Your clients will receive a statement quarterly from the Community Foundation that details fund activity, and clients can access information about their funds online at any time through DonorCentral.
- Investment performance information is provided to clients through your organization.
Working together, we can help your clients meet their charitable giving goals and meaningfully give back to their local communities. For more information contact Ashley Canney at 515-244-0020 or acanney@desmoinesfoundation.org. |
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