In this edition, learn about multigenerational planning, cryptocurrency and upcoming events.

In this edition of Professional Advisor Chats, I sat down with Billi Brahn of Iowa State Bank, and a member of our Professional Advisors Council, to discuss why and how to engage clients in multigenerational planning. Watch this brief video to hear how you could bring value to your clients by discussing multigenerational planning in their wealth management plans. 

A historic $124 trillion wealth transfer is underway, with $18 trillion expected to flow to philanthropy. As an advisor, you have a key opportunity to guide clients in structuring tax-efficient charitable gifts that align with their financial and estate plans as well as their charitable goals. From closing the knowledge gap on giving options to implementing advanced strategies for complex assets, the Community Foundation is here to help. Learn how you can support your clients’ philanthropic goals while strengthening your advisory relationships. 

With key provisions of the Tax Cuts and Jobs Act set to expire in 2025 and potential new legislation on the horizon, now is the time to prepare for shifts that could impact charitable giving. From changes to tax rates and deduction limits, to proposals for expanded giving incentives such as “The Charitable Act”, these developments could affect your clients’ philanthropic strategies. Stay informed with our quick rundown of what’s ahead and how the Community Foundation can help you navigate the evolving landscape. 

According to the Annual Report for Crypto Philanthropy, cryptocurrency donations to nonprofits surpassed $1 billion in 2024, highlighting a growing trend in charitable giving. As a professional advisor, you can help your clients make a lasting impact by recommending the Community Foundation as a trusted partner for crypto donations. We can accept these gifts into charitable funds established at the Foundation, providing a strategic way for your clients to support the causes they care about now and in the future. You can learn more and make a gift here. Contact us with any questions.

We are continually inspired by the generosity of our community and grateful for the charitable impact you and your clients are making. As you continue to partner with us, know that our team is growing and evolving alongside you to better serve our professional advisor community and your clients. In March, we welcomed Michael Vitori as a new Charitable Giving Advisor.  

Michael is responsible for stewarding a portfolio of current and prospective fund holders. He also works alongside Ryan to assist professional advisors such as financial, tax and estate planners to continue to support them and their clients with charitable planning. We are excited to have him join our team! You can connect with Michael at vitori@desmoinesfoundation.org or at (515) 954-4573. 

The Community Foundation of Greater Des Moines held our Annual Celebration Luncheon which highlighted how we are Better Together. The event marked the release of the 2025 Annual Report to the community. 

The Annual Report can be a resource to share with your clients and a way to learn about the different services the Community Foundation provides and how they might be of use to your clients. 

You can view the report here. 

Thursday, May 8 | 5 - 7:30 p.m. | Free 
Topgolf | 7680 Coachlight Drive, West Des Moines, IA 50266 

We invite you to join us May 8 at Topgolf. Enjoy complimentary golf bays with a variety of tech-driven games, alongside delicious food and beverages. This event has limited capacity. Registration is on a first-come, first-serve basis. Thank you for partnering with us to promote charitable giving to improve our communities.

Thursday, June 5 | 3:30 - 5:30 p.m. | Free 
YSS Rooftop Gardens | 2705 E. Euclid Ave., Des Moines, IA 50317

Join us on June 5 for a DonorConnect highlighting nonprofit organizations who are harnessing the power of growing to cultivate community, promote healing and create opportunity where it is needed most. From workforce development, mental health support and community building, we'll dig deep into the unexpected ways gardening and farming are transforming lives. You will have the opportunity to hear from our host, YSS Rooftop Gardens, Lutheran Services of Iowa's Global Greens program, In Harmony Farms and the Greater Des Moines Botanical Garden, as well as participate in a hands-on experience that plants possibilities in Greater Des Moines.

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

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

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