Preserve a portion of our community's projected wealth transfer in an endowment to build a strong region for the future.
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What is a Community Foundation?
Professional advisor resource toolkit
Your clients look to you for trusted financial planning.
Explore and share our resources that help answer your clients’ questions about charitable giving.
Estate Planning
Ways to Give
A variety of methods tailored to your client
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Private Foundation Alternatives
Learn about the benefits of starting a fund with us.
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Stock Transfer Instructions
Steps on how to make a gift of stock
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Will & Bequest Language
Customizable sample language for estate gifts.
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Endow Iowa Tax Credit
Gifts to endowed funds at the Community Foundation could be eligible for this generous tax benefit.
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Advisor Resources
We offer opportunities to deepen your understanding of charitable giving.
Chartered Advisors in Philanthropy
Enroll in this unique certification course and study group to help your clients plan their charitable giving.
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Transfer of Wealth
Preserve a portion of our community's projected wealth transfer in an endowment to build a strong region for the future.
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Roger Hill, Trust Officer, Clinton County
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