Information for Professional Advisors
If you are an attorney, accountant, tax advisor or financial planner, you may be wondering if working with a community foundation is a way to help support your clients.
Community foundations have earned the trust of hundreds of professional advisors throughout Iowa. Here’s why:
- Community foundations work through you. You stay in control of your client relationships; Iowa community foundations are here to help you serve your clients’ charitable giving needs.
- Community foundations partner with you. They provide support, information, and expertise around charitable giving options.
- Community foundations help you build stronger relationships. Your clients will appreciate the charitable impact and tax advantages you help them with.
- Community foundations help you connect across generations. When you help families establish a donor-advised fund at their local community foundation, you begin an ongoing process of involvement with current and future generations.
These resources are to provide a general introduction and overview, but there’s no substitute for developing a relationship with the community foundations in your area. Contact your local community foundation today.