Iowa Council of Foundations

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Community Foundation Resources: Development & Outreach

Gift Planning Tools

Types of Funds

Informational Documents for Donors about Funds:

  • Types of Funds/Types of Gifts Customizable One Pager
  • Endowment Funds Customizable One Pager
  • Fund Development infographic using watering can and tree — provided by the Benton County Community Foundation
  • Follow-up Letter regarding Agency Fund Options — provided by The Greater Cedar Rapids Community Foundation
Planned Giving

Informational Flyers about Planned Giving

  • Charitable IRA Rollover One-Pager Template provided by the Iowa Council of Foundations Community Foundations Initiative
  • Charitable IRA Rollover Postcard Template provided by the Iowa Council of Foundations Community Foundations Initiative
  • Bunching One Pager Template provided by the Iowa Council of Foundations Community Foundations Initiative
  • Bunching Postcard Template provided by the Iowa Council of Foundations Community Foundations Initiative
  • Tax Benefits of Giving provided by the Fort Dodge Community Foundation and United Way
  • Benefits of Charitable Remainder Trusts provided by the Fort Dodge Community Foundation and United Way

Sample Bequest/Gift Form Examples

  • Document for a Will submitted by the Greater Poweshiek Community Foundation
  • Letter of Intent submitted by the Community Foundation of Greater Dubuque
  • Sample Bequest Language submitted by the Community Foundation of Greater Des Moines
  • Sample Language for Testamentary Gifts submitted by the Audubon County Community Foundation, affiliate of the Omaha Community Foundation

 

Donor Relations

Donor Development
  • Peer-Learning Call: Unique Donor Development Ideas (02/15/2017)
  • Mailing seed packets — Dyersville Area Community Foundation
Donor Interviews
  • From ICoF: Lasting Legacies Toolkit
  • Stelter Donor Interview Material
  • 10 Questions to Ask at Every Donor Interview provided by the Community Foundation of Greater Dubuque
Donor Recognition
  • Donor Recognition provided by the Quad Cities Community Foundation
  • Legacy Society Letter of Intent provided by the Community Foundation of Northeast Iowa

 

Outreach/Marketing/PR

General Marketing Tips and Templates
  • Need to write a press release? Here are some tips: Press Release Tips Prezi provided by the Community Foundation of Northeast Iowa.
  • General CF PowerPoint Slide Deck Template download and customize for use by your community foundation. Provided by the Iowa Council of Foundations.
  • Additional Images for use in PowerPoint (download zipfile) Access additional images to incorporate into the current slide deck PowerPoint template. Provided by the Iowa Council of Foundations.
  • Strategic Communications Planning — Storytelling Assignment
  • What is a CF – Customizable Postcard
  • What is a CF – Customizable Mailer Postcard
  • 2-page CF Overview Handout provided by the Quad Cities Community Foundation
General Information Brochures and Flyers
  • Development postcard/mailer provided by the Dyersville Area Community Foundation
  • “Forever LincolnWay” endowment campaign mailer provided by the LincolnWay Community Foundation
  • General Information Brochure provided by the Community Foundation of Greater Des Moines
  • Community Foundation Glossary provided by the Community Foundation of Greater Dubuque
  • Community Foundation Fast Fact Flyer provided by the Community Foundation of Greater Des Moines
  • General Information Brochure (Publisher File) provided by the Greater Poweshiek Community Foundation
  • Partner Organization Brochure (Publisher File) provided by the Greater Poweshiek Community Foundation
  • Legacy Building Brochure provided by the Greater Poweshiek Community Foundation
  • Case Statement provided by the Community Foundation of Greater Des Moines
  • Community Impact Postcard provided by the Community Foundation of Northeast Iowa
  • Sample Community Impact Fund Handout provided by the Community Foundation of the Great River Bend
Community Foundations/Philanthropy Week

The Council on Foundations provides sample press releases, op-eds, social media content, and a variety of other resources for Community Foundations Week November 12-18 annually. You can access the free resources here.

Event Planning
  • How to plan an event for Professional Advisors (from The Aspen Institute)
  • Professional Advisor event invitation templates (from Planned Giving Coach)
  • Community Conversation Cards provided by the Community Foundation of Greater Dubuque
Media: Print & Radio
  • Affiliate Foundation Radio PSAs by Community Foundation of Greater Dubuque
  • Sample Year End Giving Letter to Editor by Community Foundation of the Great River Bend
  • Sample Press Release: Introducing New Leadership – Welcoming a New Director provided by the Community Foundation of Greater Dubuque
  • “Power of Endowment” Ad Example provided by the Community Foundation of Greater Dubuque
  • Affiliate Foundation Holiday Ad provided by the Community Foundation of Greater Dubuque
  • Ringgold County Contribution Ad/Form provided by the South Central Iowa Community Foundation
Social Media & Online Presence
  • Making the Most of Your Web Address
  • What are Tiny URLs? provided by the Community Foundation of Greater Des Moines
  • Social Media Quick Tips provided by the Greater Cedar Rapids Community Foundation
  • Social Media Policy provided by the Community Foundation of Greater Dubuque
  • Social Media Plan provided by the Community Foundation of Greater Dubuque

Most of our members have a presence on one or more social media channels — search for them to see what your peers are up to!

 

Audience-Specific Outreach

Business Partnerships
  • Corporate Giving Flyer submitted by the Community Foundation of Greater Des Moines
Marketing for Grantees
  • Publicity and Logo Use for Grant Recipients-Community Foundation of Greater Des Moines
  • Information to Publicize Your Grant-Community Foundation of Northeast Iowa
  • County Endowment Program Grant Recipients Booklet -Greater Poweshiek Community Foundation
Nonprofits
  • Stronger Together Toolkit: Nonprofit Partners
  • Toolkit: Endowment Building for Nonprofits
  • February 2019 Peer-Learning Call — Working with Nonprofits to Grow Endowments
Professional Advisors

Professional Advisor Seminar

  • Professional Advisor Seminar Agenda example provided by the Cerro Gordo County & Floyd County Community Foundations

Templates for Professional Advisors

  • PA Newsletter Example provided by The Community Foundation of Greater Des Moines
  • PA Workshop Agenda Example (Regional) provided by the Community Foundation of Northeast Iowa
  • PA Workshop Agenda Example (Local) provided by the Community Foundation of Northeast Iowa
  • PA Workshop Invitation provided by the Community Foundation of Northeast Iowa

Outreach ideas:

  • Photo of popcorn gift with postcard outreach to PAs provided by the Community Foundations of Southwest Iowa

Also see:

  • Professional Advisor event invitation templates (taken from Planned Giving Coach)
  • Postcard for Professional Advisors submitted by Community Foundation of Greater Des Moines
Rural Communities
  • Gifts of Grain Toolkit
  • Rural Development Philanthropy: Endowment Building — Six steps to strategically build endowment in rural areas (taken from The Aspen Institute)

Before accessing any tools, you are required to read and understand the terms of use and nature of materials.

Have a resource you would like to share on the Knowledge Center? Click here to upload.

Email the ICoF with any questions regarding the nature and usage of the tools and resources found in the Knowledge Center.



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