In this edition, learn about our Charitable Investment Partner program, tax changes for 2026 and upcoming events.
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A Discussion on the
Charitable Investment Partner Program (CIP) |
In this edition of Inside the Impact, an explainer series, I share more about the Charitable Investment Partner (CIP) Program. Watch this brief video to hear how the program can provide benefits to you and your clients.
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For an even deeper dive on the CIP program, watch part two of the conversation here.
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Charitable Investment Partner Program Explained |
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The Charitable Investment Partner (CIP) program provides customized investment options that allow your clients to establish charitable funds at the Community Foundation that are invested by you, their trusted advisor.
You maintain investment management over assets while the Community Foundation handles all the reporting and administrative needs of the fund. Additionally, the Community Foundation provides value-added benefits for both you and your clients, including offering connections to giving opportunities and personalized consultation services.
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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 you may recall from an update last year, the Endow Iowa Tax Credit program changed January 1, 2026.
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- Reduction of the 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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Given these recent changes involving the Endow Iowa tax credits we have updated our handout about the program.
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A Checklist for Charitable Tax Rules in 2026 |
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Don’t get caught off guard by 2026 tax adjustments—including higher standard deductions, updated tax brackets, qualified charitable distributions (QCDs) limits and new non-itemizer charitable deductions. Each of these changes can impact which charitable strategies you recommend to your clients. The Community Foundation is here to help translate technical tax changes into meaningful charitable outcomes for your clients.
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Community Foundation Celebration Luncheon & Report to the Community |
Thursday, April 23 | 11:30 a.m. - 1 p.m. | $30 Individual or $300 Table of 10
Community Choice Convention Center Ballroom | 833 5th Avenue, Des Moines
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Join us Thursday, April 23 at the Community Choice Convention Credit Center Ballroom to celebrate the many ways the Community Foundation is promoting charitable giving, connecting donors with causes they care about and providing leadership on important community issues...we're simply better together.
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| DonorConnect: Breaking Barriers - Workforce Access for People with Disabilities |
Tuesday, March 31 | 4 - 5:30 p.m. | Free
The Harkin Institute for Public Policy & Citizen Engagement | 2800 University Avenue, Des Moines
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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.
Everyone deserves the opportunity to contribute through meaningful work. Join us for a conversation about the challenges individuals with disabilities face in accessing employment, the policy landscape influencing those outcomes and the innovative solutions nonprofits are advancing to expand opportunity.
Register to attend and invite interested clients to learn how to ensure everyone has the opportunity to find employment.
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Senior Director of Gift Planning and Advisor Relations
Send an email | (515) 447-4211
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