Charitable Investment Partners

We believe that we are better together. Through the Community Foundation’s Charitable Investment Partners program, your clients can simplify their giving by establishing a charitable giving fund at the Community Foundation while you continue to manage their assets.

"The Community Foundation is a good local partner for clients. They can educate donors on area nonprofits, identify where their passions are and how to connect that to who they want to support.” 

- David Strege

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How it Works

  • 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 establish a charitable giving fund at the Community Foundation, receive maximum tax benefits and enjoy access to our team of experts to assist in their strategic giving, as desired by the client.
  • 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. 
  • Your clients recommend grants from the charitable giving fund to support the causes and communities they care about.
  • Your clients will receive a quarterly statement from the Community Foundation that details fund activity or access information about their funds online at any time through our online fund management tool, Manage My Fund. As your client’s trusted advisor, you may also be granted access to Manage My Fund.
  • Investment performance information is provided to clients through your organization.

 Current Charitable Investment Partners