Language Excerpts
Download the following resources for language excerpts you can use to designate:

• distribution of property
• distribution from a charitable remainder trust

Language Excerpts: Testamentary Charitable Remainder Trust	Language Excerpts: Testamentary Gift Made Through Wills/Bequests

As an advisor to clients in Northeast Iowa, you undoubtedly find many of your clients are already giving annually to their favorite charitable organizations. Helping them to develop this plan while balancing a client's financial needs is no easy task. Why not help them to achieve their charitable goals while gaining the maximum tax advantage, leaving a legacy and choosing from numerous giving options. The Community Foundation of Waterloo/Cedar Falls and Northeast Iowa is here to partner with you to help your clients achieve their philanthropic goals!

We understand that it is a delicate dilemma.  You want to discuss the many benefits of charitable giving with your clients, but you want to avoid recommending specific charitable causes or organizations.

Fortunately there is a simple solution.  The Community Foundation of Waterloo/Cedar Falls and Northeast Iowa is a single, trusted vehicle your clients can use to address the issues they care about most, while gaining maximum tax benefit under state and federal law.  We offer a variety of giving options- including the ability to establish a fund in your client's name.   

Here are just some of the ways that the Community Foundation of Waterloo/Cedar Falls and Northeast Iowa helps professional advisors (like you) facilitate charitable giving for your clients.  

• We partner with you. We provide support, information, and expertise on charitable giving. You stay in control of your client relationships.

• We help you build stronger relationships. Your clients will appreciate the charitable impact and tax advantages you help them achieve.

• We accept a wide variety of assets.  We accept gifts of cash, stock, real estate, and other assets, and can facilitate even the most complex forms of giving.

• We offer assistance with all types of giving vehicles.  Donor Advised Funds, Charitable Trusts, Scholarship Funds, Charitable Gift Annuities, etc. If you have a client who is interested in a Charitable Trust, we have the capabilities that allow us to ìrun the numbersî for you and your client.

• We offer support to a variety of non-profit agencies and causes. We work with you and your client to support the concerns they value most through a variety of agencies and organizations- colleges, human services, arts and culture, etc.

Less TaxÖ More Community Change.  If you have a client interested in gaining maximum tax benefits as well as making a difference in the community introduce them to the possibilities associated with the Community Foundation of Waterloo/Cedar Falls and Northeast Iowa.  

There is so much more we'd like for you to know. For more information and ideas on ways to integrate your financial planning with charitable giving, ask your financial advisor or contact the Community Foundation of Waterloo/Cedar Falls and Northeast Iowa.