Our partnerships with professional advisors, estate planners, accountants, attorneys and wealth managers are all important relationships for connecting charitable clients to issues and areas in need. When you help your clients put their charitable giving to good use, you help strengthen the power of our communities.

 

Donor established funds offer generous tax benefits, provide philanthropic assets for our communities, and enable ongoing giving. The Community Foundation works one-on-one with you to connect charitable clients with giving options that can make a difference in their communities and create a legacy of giving for their families.

Quarterly Email for Professional Advisors
Our professional advisor email includes the most recent updates on Endow Iowa, details on charitable giving options and interesting trends and topics in philanthropy. to sign up, send your contact information to Amber Mulnik, director of Communications.

Professional Advisors share their thoughts on the Greater Cedar Rapids Community Foundation: 

“It has been tremendously valuable for my clients to work with the Greater Cedar Rapids Foundation. I work with community foundations across the country and the Community Foundation stands out from the rest. My clients have had an incredible experience working with the GCRCF. The staff does a great job of partnering with my clients to help them achieve their philanthropic goals and the Endow Iowa program has been a tremendous benefit to them. I strongly recommend advisors of all types invest some time to understand this fabulous opportunity."

Tom Anderson, Merrill Lynch