Your partner in philanthropy. SEE advisor resources
Your clients rely on your guidance to make important financial decisions. When it comes to charitable giving, we can partner with you to simplify their giving and amplify their impact. […]
Jan 17th, 2023 Advisors, Philanthropy
Sixteen local professionals graduated from the Chartered Advisor in Philanthropy (CAP®) program. Through a year-long curriculum, the CAP® program provides professionals the knowledge, resources, and tools necessary to help clients […]
Jan 12th, 2023 Advisors, Philanthropy
The Endow Iowa Tax Credit program was established in Iowa in 2003 to promote charitable giving to endowed funds that provide permanent support for charitable causes in Iowa, while providing […]
Dec 13th, 2022 Advisors, Philanthropy, Southwest Iowa
One of the main questions you can expect from your clients this month is “What is Giving Tuesday? And why am I seeing it written like this: #GivingTuesday?” Giving Tuesday […]
Nov 14th, 2022 Advisors
Your clients rely on your guidance to make important financial decisions. When it comes to charitable giving, we can partner with you to simplify their giving and amplify their impact. […]
Nov 9th, 2022 Advisors
Giving appreciated stock to nonprofit organizations is a highly effective tax strategy. During years when highly-appreciated stock is in short supply, however, implementing this strategy may be easier said than […]
Nov 4th, 2022 Advisors
Your clients rely on your guidance to make important financial decisions. When it comes to charitable giving, we can partner with you to simplify their giving and amplify their impact. […]
Oct 19th, 2022 Advisors
During a routine check-in meeting, your client mentions that their employer was just acquired, their shares went through the roof, and they’re now flush with cash. “I’d like to use […]
Oct 14th, 2022 Advisors
Don’t be surprised if your clients start coming to your office with questions about a recent article about the IRS’s distribution rules for inherited IRAs. What’s the back story? Until […]
Oct 7th, 2022 Advisors
Inflation, interest rates, income tax, and the IRS are ever-present topics during discussions with your clients. Let’s look at two of these hot topics and how they relate to charitable […]
Oct 1st, 2022 Advisors
You can help us strengthen our community, and we can help you make your giving more effective. Be a part of the good we’re growing by contributing to one of our funds or opening your own philanthropic fund.