Professional Advisors are Our Valued Partners
Partner with Us to Help Guide Your Clients
We have the tools, resources, and expertise to guide your client’s charitable giving, and we’ll work with you to find the best path forward for them.
Why Professional Advisors Work With Us
We’re here to serve you, your clients, and the community. Here are three reasons why advisors and donors partner with the Community Foundation:
- We offer competitive fees and maximum tax advantages, including access to Endow Iowa Tax Credits.
- We accept a wide range of assets and can facilitate complex giving strategies.
- We have the philanthropic expertise needed to help your clients make an impact and establish their legacy in the community.
“My clients and I discussed the options available and the advantage of establishing a fund at the Community Foundation, who could provide ongoing administration and investment of the fund. The flexibility and expertise which the Community Foundation brings to planning can be of great benefit to donors.”
Darrel Morf
Attorney, Simons Perrine Moyer Bergman PLC
Advisor Tools and Resources
Find the tools, materials, and resources you need to help your clients make a gift that works for them and the community.
How We’ve Helped Professional Advisors Help Their Clients
Want to Learn More? Let’s Work Together. Contact us today!
 Laura Booth, CFRE |