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 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
- Partnerships That Work Publication
- Partnerships That Work Toolkit
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
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)
- 2011 Rural America Transfer of Wealth report