In this edition, learn about gifts of agricultural assets, legislative updates and upcoming events.

In this edition of Professional Advisor Chats, I sat down with Bob Hodges of BrownWinick Law Firm, to discuss agricultural asset planning. Watch this brief video to hear how your clients can plan and optimize the succession for what they’ve built, as well as some ideas for charitable planning.

Thank you to all who joined us for our educational event on Farm Planning in an Uncertain Environment with Bob Hodges from BrownWinick Law Firm. We hope you found this training beneficial as you help your clients with agricultural asset planning.

Resources from the event can be found below: 

As we discussed during the training, agricultural gifts keep Iowa growing, providing an opportunity to continue your clients' legacy today and for generations to come. The Community Foundation accepts a variety of gifts to meet your clients' goals with assets they already hold. Making gifts of agricultural assets allow your clients to support their favorite causes forever.

As Iowans we are proud of our agricultural roots. For generations our commitment to the land and livestock has not only fed the world, it has built strong communities. If you have clients who may want to include an agricultural gift in their charitable giving plan to forever benefit the communities they care above, learn more here.

Working with his trusted professional advisor, Norm anticipated the tax consequences of personally selling his farm machinery and recapturing its depreciation. Instead, as part of his charitable planning, Norm strategically gifted the farm machinery to the Community Foundation for the benefit of a new donor advised fund. The Community Foundation sold the machinery and placed the proceeds into Norm’s new fund, where the causes he cared about would be supported.

The new federal legislation that was signed on July 4, 2025, may reshape and have ripple effects across the landscape of charitable giving. The new tax law extends provisions of the Tax Cuts and Jobs Act, which were set to sunset at the end of 2025, and introduces several changes that may have a lasting impact on philanthropy. 

Tuesday, August 19 | 4 - 5:30 p.m. | Free
Ballet Des Moines Campus | 655 Walnut Street, Des Moines, IA 50309

As a trusted professional advisor partner, we are here to connect you and your clients to our community through educational opportunities that foster relationship building. 

Join us on August 19 for Expect the Unexpected: Local Arts with International Acclaim as we discover how neighborhood stages and studios have become incubators for globally celebrated art. We will shine a spotlight on our community’s cultural landscape and peek behind the curtain to celebrate local creatives who captivate through powerful partnerships and international acclaim. We will be joined by special guests from Ballet Des Moines, Des Moines Arts Center, Des Moines Metro Opera and the Des Moines Symphony for an event of insight, inspiration and a few surprises.

Register to attend and invite interested clients to learn how organizations in our community are realizing international acclaim.

Thursday, September 18 | 8 a.m. -  4:30 p.m. | Fee: $75
Community Foundation C3 Center | 1910 Ingersoll Avenue 

The Community Foundation will be offering Continuing Education credits for in-person attendees.

The Red Shield Symposium is an in-person webcast focusing on bringing together professional advisors to learn the latest on estate planning, as well as the effects that legislation has on charitable donations. This year’s annual Red Shield Symposium will be hosted locally by the Community Foundation of Greater Des Moines and Syverson Strege.

Senior Charitable Giving Advisor
Send an email | (515) 447-4211

Charitable Giving Advisor
Send an email | (515) 954-4573

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