You Know Your Clients. We Know the Community.
Partnering with the Community Foundation brings expertise and experience to strengthen your client relationships and help your clients achieve their philanthropic goals. Together, we will help guide your clients to maximize their community impact and do the most good.
How Your Clients Will Benefit by Working with Us
Your clients look to you for trusted financial planning. We’re here to be your partner in serving your clients. Here are some of the benefits for your clients in working with us:
We Are A Trusted Community Resource With Local Expertise
As experts in local needs and opportunities, you can rest assured your clients can give through the Community Foundation with confidence. We have been strengthening Linn County through philanthropy for over 70 years. We will use our experience to help your clients meet their philanthropic and financial goals.
“The Community Foundation has deep relationships with businesses and leaders in the greater Cedar Rapids area, and those relationships can help solve problems. That’s what makes a community—working together to solve these problems.”
Chris Casey
Private Wealth Asset Management
Tools To Help You Help Your Clients
No matter what your client’s philanthropic goals are, we have the tools and resources to help achieve them.
A Partnership With Impact
$206 MilLion
Granted Since Inception
$12 MilLion
Total Grants Awarded in 2024
704
Nonprofits Funded in 2024
A Worthy Investment: Fee Information
Learn about the Community Foundation’s fees for administering each type of fund.
Partnering with Outside Investment Advisors
Partnering with us is a win-win. It can help your clients simplify their charitable giving by establishing a fund at the Community Foundation while you continue to manage their assets. This is available for funds greater than $250,000 with the request made at the time of the gift.
Community Foundation Resources
Want to Learn More? Let’s Work Together.
 Laura Booth, CFRE |