In this edition learn about year-end deadlines
In this edition, learn about year-end deadlines and charitable giving strategies.
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PROFESSIONAL ADVISOR CHATS |
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A Discussion On Year-End Giving |
In this edition of Professional Advisor Chats, Michael and I sat down to discuss year-end giving. Watch this brief video to hear answers to frequently asked end-of-year giving questions and how the Community Foundation can support you and your clients.
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As year-end approaches, mark your calendar with these important dates to ensure your clients achieve their giving goals through the Community Foundation.
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- Monday, December 29 by Noon - To recommend donor advised fund grants for organizations to receive your client's generous support in 2025.
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Wednesday, December 31 at 11:59 p.m. - For online contributions through Manage My Fund.
- Wednesday, December 31 at 11:59 p.m. - Postmarked date for check contributions.
- Please allow 7-10 days to complete stock transfers in advance of year-end.
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Please allow additional time for processing gifts such as 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.
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We’ve authored two articles to help you and your clients navigate strategic year-end giving decisions, especially in light of the 2026 legislative changes.
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As always, our team is here to assist you and help your clients reach their charitable giving goals before the end of the year.
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For over 20 years, the Endow Iowa Tax Credit has been a valuable tool to maximize your clients’ support of Iowa causes they care about. There is an estimated $1.8M credits remaining for 2025.
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As you may recall from an update this summer, the Endow Iowa Tax Credit program will be changing beginning January 1, 2026.
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- Reduction of Endow Iowa Tax Credit program from $6 million per year to $3.5 million per year.
- Reduces the maximum tax credit amount from $100,000 to $50,000 per taxpayer annually.
- Gifts to corporate-named endowments will not be eligible.
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If you have clients wanting to make substantial Endow Iowa qualified gifts, encourage them to consider making those gifts in 2025 given the 2026 reduction in maximum credits per individual.
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