The Charitable Investment Partner (CIP) program provides customized investment options that allow your clients to establish charitable funds at the Community Foundation that are invested by you, their trusted advisor.
You maintain investment management over assets while the Community Foundation handles all the reporting and administrative needs of the fund. Additionally, the Community Foundation provides value-added benefits for both you and your clients, including offering connections to giving opportunities and personalized consultation services.
Professional Advisor Benefits
RETAIN client revenue and management of their assets.
CONVERT non-managed assets such as real estate or privately held business shares, for example, into charitable assets under management.
STRENGTHEN client relationships by offering a value-added service.
ACCESS to the Endow Iowa Tax Credit, only available through Iowa community foundations.
PROVIDE customized solutions tailored to meet your client's giving goals with access to a variety of charitable giving fund types.
RECEIVE exclusive invitations to special events with local leaders, professional advisors and donors.
Client Benefits
PERSONALIZED SUPPORT from the Community Foundation's team of charitable giving experts, including tailored individual and family giving consultation.
ACCESS to local nonprofit experts that come alongside your clients to make meaningful connections that maximize the impact of their charitable giving.
OPPORTUNITIES to give back to the community and leave a legacy for future generations.
EXCLUSIVE INVITATIONS to special events to meet like-minded donors and community leaders.
Resources
For more details about the CIP Program, watch Inside the Impact - Charitable Investment Partners Part 1 and Part 2.