The Community Foundation of Northeast Iowa offers you a variety of tools to help you work with your clients to maximize the impact of their charitable giving. We are committed to being your charitable giving resource center. Please contact us if there are ways we can assist you in introducing the benefits of CFNEIA to your clients.
Would you or your colleagues be interested in learning more about how charitable giving can benefit clients? Our staff often speaks to groups about:
- Charitable giving options
- Community needs and issues
- Our grant making priorities and impact
- Transfer of Wealth statistics
- Charitable giving benefits and trends
- Trust Illustrations
Strategic Philanthropic Planning
We can assist your clients and their families with their philanthropic planning that incorporates their charitable goals with their personal financial goals. We can also create a giving vehicle that best meets their needs.
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
If your client would like to establish a named fund or create a fund through a bequest, please contact our development staff to discuss putting together a Memorandum of Understanding (MOU). An MOU outlines the charitable intentions of your client so we can be sure to carry out their charitable giving legacy. Sample MOU’s are available upon request.
We also have information available if you or your clients are interested in learning more about any of the following topics. Please contact our development staff at 319-287-9106.
- Donor Advised Funds
- Life Income Gifts
- Charitable Lead or Remainder Trusts
- Charitable Gift Annuities
- Planned Giving Illustrations
We are glad to "run the numbers" for you if a client is interested in a charitable trust. Many clients seek giving opportunities that provide capital gains savings, an income tax deduction, and a lifetime income for the donor, donor's spouse, or another individual. We can provide not only the tax deductions that are available to your clients but illustrations, a brief description of the gift plan, and annual cash flow projections.