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.
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.
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.
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.
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.
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.
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.