In this edition, learn about charitable estate planning, year-end deadlines, strategies and upcoming events.
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PROFESSIONAL ADVISOR CHATS |
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A Discussion with Stephanie Brick Drey |
In this edition of Professional Advisor Chats, I sit down with Community Foundation Board of Directors and Professional Advisors Council member Stephanie Brick Drey of Brick Gentry, P.C., to discuss estate planning. Watch this brief video to hear how charitable giving can be incorporated into your clients' estate and other financial plans.
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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.
- Wednesday, December 31 at 11:59 p.m. - For online contributions through Manage My Fund.
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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 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.
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We’ve authored two new 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. As of mid-October, there is an estimated $2.2M credits remaining.
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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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Fulfilling Clients' Legacies |
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Advisors often ask how the Community Foundation can support their clients' legacy plans. In this article, learn how we can support you and your clients to create a legacy plan that fulfills your clients' charitable goals. Learn more here and preview some of the benefits below.
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- No cost to establish a legacy fund
- No cost to update and amend charitable intentions
- Fully customizable to meet charitable goals
- Legacy funds can be named as beneficiary of various assets, such as a trust/will, IRA or other assets that allow for a beneficiary designation
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DonorConnect: The Power of Partnerships |
Wednesday, October 29 | 4 - 5:30 p.m. | Free
Community Foundation C3 Center | 1910 Ingersoll Avenue, Des Moines, IA
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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.
At this session of DonorConnect, you’ll hear real stories of innovation and bold collaboration. These partnerships demonstrate how working together creates greater impact for families and communities across Central Iowa.
Register to attend and invite interested clients to learn how organizations are finding sustainable solutions that keep us moving forward, together.
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