• Professional Advisors

Professional Advisors

As a trusted advisor, you know many of your clients are interested in leaving a legacy in our community and can receive generous tax benefits through charitable giving. The Community Foundation of Greater Des Moines works with professional advisors to enrich the charitable giving strategies of their clients. Our dedicated team can help you find the best solutions for your clients, and we offer a variety of giving options.

Advantages of working with the Community Foundation

Tax benefits

We will assist you in ensuring your clients receive maximum tax benefits while giving back meaningfully to the causes they care about most. The Community Foundation also provides access to Endow Iowa Tax Credits, a 25% Iowa tax credit in addition to normal federal deductions for certain charitable gifts.

 

Client can choose investment manager

Our Charitable Investment Partners program allows donors to establish funds at the Community Foundation while their assets are managed by their preferred investment advisor.

 

Customized client reports

The Community Foundation can create individualized reports for you to share with clients. From sample tax scenarios to custom illustrations for charitable gift annuities and life estates, our planned giving software is available for you.  

 

Local giving experts

We can match your clients with community causes they care deeply about and offer extensive knowledge about local charitable organizations and emerging community needs. From arts and culture to workforce development, education and the environment, we are a neutral resource that works with the entire nonprofit sector. The Community Foundation assists families in embracing a spirit of giving that reflects their values for generations to come.

 

Community Foundation vs. private foundation

Establishing a charitable fund at the Community Foundation has numerous advantages over establishing a private foundation.  Benefits of working with the Community Foundation include reduced administrative costs, established tax exempt status, additional tax benefits, professional investment management, no minimum annual distribution and access to our team of philanthropic experts. When working with the Community Foundation, your clients have the option to choose their own investment managers or choose from the Community Foundation's investment portfolios.




For more information

Sheila Kinman, CAPĀ®
Chief Advancement Officer

kinman@desmoinesfoundation.org

Phone (515) 447- 4207