5% Invested Forever
A new study by the University of Minnesota and Iowa Council of Foundations* found that $923 million will change hands from one generation to the next in Dubuque County in the next decade. If just 5% was designated for our local communities, over $46 million would be retained for the benefit of our region.
Imagine if we joined together and pledged to leave something to our community. Even something small, like 5%, would have a transformational impact.
Why It Matters
“We were able to do well here, we want our kids to do well here, and we want others to do well here. The Community Foundation understands the issues facing the community and is a catalyst in drawing everyone together to address them. They listen to our ideas and guide us in finding opportunities to have an impact.”
How It Works
What Are My Next Steps?
When you work with the Community Foundation, we can offer many options for investing in the place you love, from simple gifts like cash to complex gifts like real estate or securities. Virtually any asset can be transformed into community impact.
Click here to read more, and watch the video clip below to hear from Community Foundation Board Member Nancy Dunkel on how we can work with you to find the gift option that's best for you.
A Complimentary Resource for You
We are pleased to offer complimentary estate planning services with Johni Hays of Thompson & Associates. Johni is a nationally recognized expert in planned giving and will work with you to create a plan that reflects your values.
“Our goal is to be able to make a difference with our legacy, even if our estate is not as large as some. Johni Hays gave us the information and opportunity to make a greater impact than we thought we could.“
