Summer Learning Guide
Summer Learning in Dubuque Is IMAGINATIVE.
From sports leagues to nature clubs, arts programs to STEM activities, there's no shortage of summer enrichment opportunities for Dubuque kids.
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.
Featured Video
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.
Download NowHow we work with you
Professional Advisors Information Sheet
Learn about the many ways we can support you and your clients.
Learn More
Charitable Opportunities for Your Clients
Help your clients achieve their charitable goals
Learn More
Transfer of Wealth
Preserve a portion of our community's projected wealth transfer in an endowment to build a strong region for the future.
Learn MoreTypes of funds
Types of gifts
Featured Video
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.
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."
"A large estate isn’t necessary to make a big impact. Clients of modest means have many options for giving, such as a charitable rollover contribution from their individual retirement account."
You have your clients’ best interests at heart. So do we.