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Stories tagged with 'Resources'

• 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...

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• 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...

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• 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...

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• 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...

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• Resources Benefits of Giving a Gift of Stock

  When considering a charitable gift, most people think of writing a check and may overlook other assets that allow them to provide greater support for the causes they care about. Gifts of publicly traded stock...

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• Resources Bunching Strategy for Charitable Giving

  Since the standard deduction was doubled in 2018, many donors may no longer collect the necessary deductions to surpass the new standard deduction threshold. A tax-smart strategy to overcome this is called “bunching,” where a...

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• Resources Financial Planning Month, Estate Planning Week Prime Time to Create a Personal Plan and Will

  October is National Financial Planning Month and National Estate Planning Awareness Week is October 17-23, calling attention to what estate planning is and why it is an important component of a personal financial plan. Less...

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• Resources Harvest Season Yields Opportunity for Farmers to Give Back Through Gift of Grain

  With harvest season upon us, 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...

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• Resources Higher Quality of Life Points to Greater Economic Health for Communities

  Summer is in full swing and there are many things that make Iowa summers so great. From hitting the trails to cooling off at the public pool to attending farmers markets, county fairs, and other...

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