Professional Advisors who refer clients to the Community Foundation find value in the partnership. Because every client has different reasons and opportunities for giving, the Community Foundation is happy to work through you to help your clients realize their charitable goals and make a lasting difference in our community.
Advisor Chris Casey Turns to the Community Foundation for Personalized Giving
For almost thirty years, Chris Casey has been a financial advisor and an active supporter of several local nonprofits. When clients come to her looking for a way to give back, Chris turns to the Community Foundation—and her own experience as a philanthropist—to help them find their philanthropic passions.
Advisor Encourages Investing in our Community
When a client came to Ron Detweiler with a tax challenge, he jumped at the chance to get creative. Ron has seen plenty of changes in tax law over the years, but he’s always enjoyed helping his clients fulfill their philanthropic goals. Find out how Ron worked with the Community Foundation to help a client support a cause she cares about in a community she loves.
Local Attorney Appreciates Community Foundation Guidance
Todd Anderson always knew he wanted to do work that helped people. He grew up in Boone, Iowa where he witnessed his parents’ service and charity. Though much of their giving was private, Todd believes their legacy of “giving back” is something he should continue. He strives to emulate them in his personal giving and in his career.
Professional Advisor Connects Clients with Causes They Care About
Kathleen Donnelly grew up in Cedar Rapids as one of eight children. Today she works as a Trust Advisor at First Community Trust, and she vividly remembers her parents’ generosity. The generosity that she learned from her parents led to her own charitable contributions – volunteering, donating to and serving on the board of numerous local nonprofits.
Advisor Finds Solutions for Clients with Support from Community Foundation
Maureen Kenney has been working as an attorney and professional advisor at Bradley & Riley PC for 22 years. This is a “second-career” for Kenney, who had previously worked for the IRS. As an attorney, she does transactional work including tax, real estate, probate, contracts and estate planning.
Helping Clients Make the Most of Their Philanthropy
Gary Streit is no stranger to giving back. Throughout his life, he has served in countless volunteer roles and on many boards. In his professional life, he is the President of Shuttleworth and Ingersoll, and as a practicing attorney, he specializes in estate and tax planning.
Partnering for Philanthropy
Dick George, CPA and Tax Director at McGladrey LLP in Cedar Rapids has worked as a professional advisor for several decades and sees value in Community Foundation giving. In many cases, he has partnered with the Greater Cedar Rapids Community Foundation to help his clients realize their financial wishes.
Professional Advisor Q and A with Jon Bancks
Jon Bancks is the Vice President of Wealth Management The Anderson Group at Morgan Stanely. He has found the Community Foundation to be an excellent local resource in philanthropy for clients and donors. Jon works to identify his clients’ charitable interests and incorporates into his planning conversations with them.
Community Foundation Brings Value to Advisor’s Clients
J. Scott Bogguss first became aware of the Greater Cedar Rapids Community Foundation soon after he started practicing law in the early 70’s. However, it wasn’t until the early 90’s that clients began to ask about the Community Foundation more regularly.
There are many inspiring stories of Donors Making a Difference through charitable giving and Nonprofits Making a Difference through their services. Together, we are creating a vibrant community!