Information for Estate Planners

The Community Foundation of Northeast Iowa understands that estate planning is a complex business and you play an important and vital role in helping your clients preserve assets for themselves, their families, and the community they care about. Significant giving opportunities often arise when clients are making major business, personal and financial decisions. The Community Foundation of Northeast Iowa can work with you to help your clients to find the best charitable solution.

Recommending charitable giving without recommending a "charity".

The Community Foundation of Northeast Iowa is a single trusted vehicle that can help you help your clients provide for a variety of charitable causes.

Have you had conversations with your clients about the following? Here some of the ways we can help you help them - For good. For ever.

Preserving an Estate

Estate planning identifies significant taxes going to the IRS, but your clients want to direct dollars for local benefit. The Community Foundation of Northeast Iowa can work with you and your client to reduce his/her taxable estate through a charitable bequest or other planned giving. Your client's gift will create a legacy of caring in the community that stays true to his/her charitable intent forever.

Retiring in Comfort

Your client is concerned about running out of money during his/her lifetime, but wants to remain charitable. Recommend establishing a life income plan at the Community Foundation of Northeast Iowa that pays income to your client for life. Upon your client's death, the gift can be distributed by the Community Foundation of Northeast Iowa in accordance with your client's charitable interest.

Establishing a Private Foundation

Your client is thinking about establishing a private foundation but is looking for a more cost-efficient, simpler way. The Community Foundation of Northeast Iowa can help you and your client analyze the benefits of creating a Donor Advised Fund or a Supporting Organization as an alternative. Existing private foundations can easily be transferred to a supporting organization or an advised fund at a community foundation; thus, enjoying the advantages and support of the community foundation.

Strategic Giving

Your client is passionate about helping meet a specific community need and wants to make a meaningful gift. You and your client can work with our staff to understand community needs and programs and then recommend grants to make the greatest impact.

Substantial IRA/401(k) Assets

Your client wants to leave his/her estate to the community as well as family, and has substantial assets in retirement accounts. The Community Foundation of Northeast Iowa can help you and your client evaluate the most beneficial asset distribution to minimize taxes, giving more to his/her heirs and preserving charitable intent.