Many of your clients are already contributing to their favorite charities. As they consult with you about ways they can expand their giving, we offer you resources to develop a program that helps your clients support their favorite charities as part of a comprehensive financial plan. Working together, we can help your clients leave a meaningful and personal legacy in our community.
To assist you in facilitating your clients charitable wishes, below are commonly used charitable giving resources for your use.
Charitable Giving Forms Library
Sample Bequest Language
IRS Form 8282, "Donee Information Return"
IRS Form 8283, "Noncash Charitable Contributions"
Instructions for Form 8283
IRS Publication 526, "Charitable Contributions"
IRS Publication 561, "Determining the Value of Donated Property"
Stock Transfer Information
Please contact Lynne Yontz at 515-447-4203 or email@example.com to learn how to transfer stock to the Community Foundation of Greater Des Moines.
American Council on Gift Annuities
Partnership for Philanthropic Planning
Lynne Yontz, CAP®
Chief Charitable Giving Officer
Phone (515) 447-4203