Advisor Toolkit


Contact us to discuss how we can assist you in serving your client’s charitable giving needs.

Laura Booth, CFRE
Director of Family Philanthropy


Some of the greatest opportunities to make charitable gifts arise when your clients are making major business, personal and financial decisions. Some of your clients are already contributing to their favorite charities and wish to consult with you about ways they can expand their giving. Other clients may not have experience or knowledge of charitable giving options in the community. The Greater Cedar Rapids Community Foundation offers resources to help your clients with charitable giving as part of a comprehensive financial plan. Working together, we can help your clients leave a meaningful and personal legacy in our community.

To assist you in facilitating your clients charitable wishes, below are charitable giving resources for your use:

Information about the Community Foundation to share with your clients:

Information about serving your clients:

Links and articles about charitable giving: