For Professional Advisors

A trusted community resource for your clients.

Professional advisors are our valued partners.

It is no small task to help your clients maximize the benefits to them and their community.

That’s why we work with you to connect clients with charitable options that address community needs and ensure their generosity makes an impact for generations to come.

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What is a Community Foundation?

We are a community resource you can turn to when your clients have questions about charitable giving.

Partner with your community foundation.

Professional Advisor Resource Toolkit

Your clients look to you for trusted financial planning advice.

Explore and share our resources that help answer your clients' questions about charitable giving.

Featured Resource

Endow Iowa Tax Credit

Gifts to endowed funds at the Community Foundation could be eligible for this generous tax benefit.

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How we work with you

Types of funds

Types of gifts

Roger Hill discusses partnering with the LincolnWay Community Foundation, an affiliate of the Community Foundation of Greater Dubuque.

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Roger Hill, Trust Officer, Clinton County

“The Community Foundation offers wonderful ways to provide additional income to the donor while they are living and make a great gift when they are gone.”

Investing in the future.

We have a long history of working with generous individuals to build a strong region for the future.

Client & Community Benefits

With our deep understanding of community needs, knowledge of charitable giving, and prudent fiscal policies, we give people the peace of mind that their generosity is doing the most good for the community. Plus, your clients' gifts to any of our endowed funds could come with substantial personal tax benefits.

Learn more about how we work

Advisor Spotlight

Bryan Knudson, CFP, Ameriprise Financial

“When you can combine the ease of gifting through the Foundation with tax benefits, particularly that the state of Iowa offers with its endowment program, that’s a good combination."

Roger Kurt
 Estate Planning Attorney, Dubuque

You have your clients’ best interests at heart. So do we.