Advisor Tools and Resources

We’re Here to Help You Support Your Clients

Tools for Professional Advisors

• Legal Name: Greater Cedar Rapids Community Foundation
• Legal Address: 324 3rd St. SE, Cedar Rapids, IA 52401
• Federal Tax ID Number: 42-6053860

Most Requested Information from Professional Advisors

• Bequest and Beneficiary Designation Language
• Gift Illustrator Tool to instantly calculate deductions, tax savings, and other benefits for multiple gifts
• Charitable Fund Types
• Fees
• Declaration of Intent for a Planned Gift
• Endow Iowa Tax Credit Program
• Investment Options
• Stock Transfer Instructions
• IRA Charitable Rollover
• Community Foundation Form 990 and Other Financial Documents
• Types of Gifts We Accept
• Bunching Your Giving for Tax Advantages
• How to Donate Cryptocurrency

Information about the Community Foundation to Share with Your Clients

• When and Why to Give Through a Community Foundation
• Giving Through the Community Foundation Power Point
• Community Foundation Brochure
• Endow Iowa Tax Credit
• Fees
• What is an Endowment?

Tips, Advice and News for Professional Advisors

• The Philanthropic Conversation: Understanding Advisor Approaches and Client Expectations
• Perspectives – Collaborating with Advisors to Grow Blended Gifts
• 4 Ways Professional Advisors Can Use Philanthropy to Maximize Client Experiences