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.

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.    

Year-End Giving Strategies 

As year-end nears there are many strategies you and your clients can use to meet their goals.  

Learn more here. 

GIVEdsm 

If your clients are looking for additional ways to give before the end of the year, GIVEdsm provides an opportunity to learn more about and support local causes. Whether sharing the gift of giving or learning more about the pressing needs of our community, GIVEdsm can build connections that count. 

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 December 4, there is an estimated $498,298 credits remaining.  

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.