Professional Advisor Resources

As you work with clients to meet their charitable and financial goals, the Community Foundation is here to work alongside you. Below you will find resources on ways we can work together, unique opportunities available through the Community Foundation and more.

How We Support Advisors

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.

Charitable Investment Partners

Learn how we work better together.

Community Foundation Video Library

Share our videos with your clients to explain Charitable Giving Funds, Endow Iowa, the IRA Charitable Rollover, Keep Iowa Growing and Legacy Funds.

Endow Iowa Information Sheet

Learn more about the Endow Iowa Tax Credit program.

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Qualified Charitable Distribution

Thanks to the Qualified Charitable Distribution (QCD), you can use your IRA to support the causes you care about.

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Ways to Give

The Community Foundation accepts a variety of gift types to support your client's charitable giving goals.

Charitable Considerations for Your Clients

The articles and videos below may serve as resources as you consider the variety of ways we can partner with you to meet the unique financial and charitable goals of your clients.

Advisor Link Newsletter

Our Advisor Link newsletter provides professional advisors with charitable giving information to incorporate into conversations with clients. Archived editions are available below.