Resources & Services

The Community Foundation of Northeast Iowa is committed to being a philanthropic partner with you. Please contact us if there are ways we can assist you in introducing the benefits of the Community Foundation of Northeast Iowa to your clients.

Resources/Language Excerpts

Download the following resources for language excerpts you can use to designate to a specific fund(s) within the Community Foundation of Northeast Iowa.

Language Excerpts: Testamentary Charitable Remainder Trust

Language Excerpts: Testamentary Gift Made Through Wills/Bequests

990, Financial Statements, Investment Information, IRS Exemption Letter

Please contact the Director of Finance and Operations, Stacy Robinson, at (319) 287-9106 to view a copy of the Community Foundation of Northeast Iowa's 990 (with certain omissions to protect donor privacy), audited financial statements, investment information or our IRS exemption letter.

Crescendo Planned Giving Software

The Community Foundation of Northeast Iowa has Crescendo Planned Giving Software that allows the donor to see a proposal as a result of charitable giving. Complete with flow charts and text, these documents can be personalized to your client's specific needs. We would be happy to "run the numbers" for you and your client.

Community Foundation Realty Holdings

The Community Foundation of Northeast Iowa has a separate corporation called the Community Foundation Realty Holdings, which has been established to accept gifts of real estate. The Community Foundation Realty Holdings provides a simple way for donors to reap the rewards of charitable donations while receiving the maximum tax incentives under law. The net proceeds of the real estate sale can then be used to establish a specific type of fund or income plan to benefit the Community Foundation of Northeast Iowa or other charities.

Publications

The Community Foundation of Northeast Iowa has professional publications that may be of assistance to you when visiting with your clients.