Resources
Estate Tax Planning: What's Your Next Move?
As attorneys, CPAs, and financial advisors, you’re very aware of potentially significant upcoming changes to the tax laws that could impact your high net-worth clients. Whether or not a post-election Congress takes action to prevent the estate tax exemption...
Read Story
Resources
Year-End Giving Tips and Deadlines: Your Guide to Smart Charitable Giving
As the year draws to a close, December often becomes a whirlwind of travel, holiday events, and last-minute tasks. Amid the busy season, year-end giving presents a unique opportunity to give back. Whether you work...
Read Story
Resources
Harvest Season Yields Opportunity for Farmers to Give Back Through Gift of Grain
With harvest season now complete, the Community Foundation of Northeast Iowa (CFNEIA) wants farmers to know about and to consider the opportunity to benefit their local community through a gift of grain. Donating a gift...
Read Story
Resources
Closely-held stock is having a moment
Giving stock is an important strategy for any private business owner to explore. Not only can these gifts help implement a business succession plan that calls for transferring the business to the next generation if...
Read Story
Resources
Starting the charitable conversations with your clients
Attorneys, CPAs, and financial advisors certainly are not strangers to tough questions. Indeed, the mix of money, family, and mortality is a potent combination that almost always creates an emotional planning environment, whether the matter...
Read Story
Resources
Partnering Advisor: Nick Blasberg, Generational Wealth Partners
The Community Foundation of Northeast Iowa truly values its relationship with professional advisors across its region. When working with advisors who partner with CFNEIA, generous clients can be sure their planning includes a combination of...
Read Story
Resources
Advising the Charitable Millionaire Next Door
*This article includes external informational links and is provided for informational purposes only. It is not intended as legal, accounting, or financial planning advice.With so many of your charitably inclined clients holding large sums of...
Read Story
Resources
“Shell funds” and other handy tools for charitable clients planning ahead
Getting a jump on a future “to do” list is always such a good feeling. The team at the Community Foundation can help you with your clients’ long-term charitable giving plans by putting in place...
Read Story
Resources
Year-End Giving Dates
As we enter the holiday season and the final days of 2022, the Community Foundation of Northeast Iowa is ready to assist you with your end of year giving and grantmaking. In order to provide...
Read Story
