We sincerely appreciate the chance to work alongside you and your clients to achieve charitable objectives and enhance the quality of life in our communities. At the Community Foundation, we are committed to being your reliable partner, ensuring the smooth implementation of your clients' charitable giving strategies.

Since October is National Estate Planning Awareness month, we focus on how your clients can think about legacy giving through a variety of avenues.

Sincerely,  

Ryan Douglas  

Senior Charitable Giving Advisor 

Training Recap

We recently held an educational event on Tax Advantaged Business Sales with national speaker, Tiffany House. If you were unable to attend the event, resources and a summary video can be found below. 

- Recording  

- PowerPoint  

- Resources 

In this short video, Tiffany provides some key takeaways from her session and talking points for you to use with clients.   

Endow Iowa Update 

For nearly 20 years, the Endow Iowa Tax Credit has been a valuable tool to maximize your clients’ support of Iowa causes they care about. As of October 1, there is an estimated $1.8 million credits remaining.  

End of Year Deadlines

As your clients consider year-end giving decisions, mark your calendar with these important dates to ensure your clients achieve their giving goals through the Community Foundation. 

Grant recommendations – Due by noon on Monday, December 30 

Credit card contributions – Submitted by 11:59 p.m. on Tuesday, December 31 

Contributions by check – Due Tuesday, December 31 in the office or postmarked by this date 

Please allow additional time for processing gifts such as stock, real estate or tangible personal property that require advanced planning; contact our team to begin the process of meeting your financial and charitable goals. 

The generosity and commitment of your clients to the needs and opportunities of our communities have made a meaningful impact. Thank you for helping your clients invest in the projects and organizations that not only make us better together, but better forever.    

We encourage you to also invite any of your clients, family or friends who may enjoy the following events. 

Dr. Jann Freed

DonorConnect: Gifts of a Lifetime: Leaving a Lasting Legacy

Tuesday, October 31 | 3:30 - 5:30 p.m. 

WesleyLife Meals on Wheels | 3206 University Ave, Des Moines, IA 50309

Free

Leaving a legacy is the act of making a lasting impact on the world through your actions, values and accomplishments. Your legacy is about creating meaning every day. Join us as we welcome Dr. Jann Freed as she shares insights from her book, Breadcrumb Legacy: How Great Leaders Live a Life Worth Remembering. Regardless of the stage of life you are in, Dr. Jann will share how giving back your time, talent and treasure through small actions will accumulate into a trail of legacy you leave behind.  

On Board: The Basics of Being an Effective Board Member 

Tuesday, November 5 | 10:30 a.m. - 12:30 p.m. 

Zoom 

Fee: $10 

This interactive session is designed to introduce participants to the roles of nonprofits and their boards and empower you to map out a meaningful plan for your terms. 

Whether serving as a local charitable giving resource or maximizing tax savings, our team works as part of your team to offer giving opportunities to meet clients’ financial and charitable goals. Whether in person or virtually, I am eager to connect and discuss how we can help meet and exceed your expectations, and come alongside you as a partner in serving your clients.