Prepare Your Clients for Year-End Giving

We partner with advisors like you, to ensure individuals and families have tools and strategies to support the causes they care about.

Connect With Us

A Team Approach

We work alongside professional advisors to help you enhance relationships by meeting clients’ financial and charitable goals in tax-wise ways.

Customized Solutions

We enable your clients to work more closely with you, their preferred financial advisor, to realize tailored and flexible charitable giving solutions made simple.

We are Local

We are the trusted expert, committed to investing in the needs and opportunities of our community.

Learn More About the Benefits of Working With Us

We work with you to offer opportunities to meet your clients’ giving goals in tax-wise ways, including the opportunity to take advantage of the Endow Iowa Tax Credit, a 25% state tax credit. Our team of charitable giving experts is here to help facilitate a variety of gift types to provide opportunities for your clients to give back with assets they currently hold. We accept a variety of gifts including appreciated securities, real estate, business interests, personal tangible property, retirement plans, life insurance and agricultural assets. Through our Charitable Investment Partners program, you can continue to invest your clients’ charitable dollars while they simplify their giving through a Community Foundation charitable giving fund. As your clients are considering how to make an impact, we offer solutions for giving today or for leaving a legacy of generosity after their lifetimes. We can even work with you to lead family discussions around giving goals, connecting with causes or developing strategic giving plans. For clients considering opening a private foundation, we provide a solution that may better fit their needs. Our expert knowledge of the local nonprofit sector helps to connect your clients with emerging needs and promising opportunities that match their giving goals.

Connect With Us