Professional Advisors
You are your client’s trusted advisor. You’ve helped them build their business, provide for their family and grow their assets. They rely on you for advice. They want you to offer options and suggest solutions, including times when charitable giving might be right. You have your client’s best interests at heart. So do we.
Videos to share with your clients
We want you to be well equipped when you meet with your clients. Sharing these educational videos about Charitable Giving Funds, Endow Iowa, the IRA Charitable Rollover, Keep Iowa Growing and Legacy Funds can help simplify their giving options.
Better Together
As you work with clients to meet their charitable and financial goals, the Boone County Community Foundation is here to work alongside you. Below you will find resources on ways we can work together, unique opportunities available through the Boone County Community Foundation and more.
Client Giving Solutions
Share with your clients how we work together to meet their giving and financial goals.
BCCF Educational Videos
Share our videos with your clients to explain Charitable Giving Funds, Endow Iowa, the IRA Charitable Rollover, Keep Iowa Growing and Legacy Funds.
Endow Iowa Information Sheet
Learn more about the Endow Iowa Tax Credit program.
Ways to Give
The Community Foundation accepts a variety of gift types to support your client's charitable giving goals.
IRA Charitable Rollover
The IRA charitable rollover provides a simple, tax-wise way for your clients to take the minimum distribution, skip the tax and make meaningful gifts.
A Team Approach
The Boone County Community Foundation works with professional advisors to enhance your relationships with clients by offering local, personalized charitable giving services. Whether serving as a local charitable giving resource or maximizing tax savings, our team works as part of your team to offer giving opportunities to meet clients’ financial and charitable goals. By connecting with the Bonne County Community Foundation, you are providing clients with the resources to make meaningful impact in tax-wise ways.
Personalized Giving
It is the Boone County Community Foundation’s privilege to work alongside you as you seek to share the gift of giving with future generations. Whether leading discussions around how your client's values and beliefs shape your giving, creating charitable giving mission statements to guide strategic giving or providing opportunities to learn about local causes; our team is here to help you give back. We can also engage family members of all ages to pass on the joy of giving.
Non-Cash Giving
While cash is a wonderful gift, we can work with you and your professional advisors to help you think about assets you currently hold that might better meet your financial and giving goals in tax-wise ways.
ASSETS SUCH AS: • Appreciated securities • Real estate • Business interests • Personal tangible property • Retirement plans • Life insurance • Agricultural assets
Legacy Giving
We work with you and your estate planning team to ensure your wishes are documented and carried out as intended. Our legacy funds provide you with the flexibility and simplicity to include your fund as a beneficiary of your will, trust or retirement assets. You then work with our team to determine how your selected assets will be used to benefit the organizations of your choice. If the causes you care about change over your lifetime, we can easily make updates without revising your estate documents.
Personalized
As you and your professional advisors discuss how charitable giving can be incorporated into your financial and estate plans, we would welcome the opportunity to learn how we can create a personalized plan for you.
Boone County Community Foundation
Boone County Extension Office
1327 SE Marshall Street
Boone, IA 50036
