Strengthening, guiding, and growing philanthropy in Iowa
Philanthropy is a very personal decision. As a professional advisor, you can help your clients realize their charitable objectives by listening for charitable giving opportunities, explaining options, and suggesting solutions.
This two-page PDF was originally published in 2020, especially for professional advisors.
It is important for donors to consider the best vehicle for their charitable giving. This chart compares the differences between setting up a Donor-Advised Fund at a community foundation versus establishing a Private Foundation for their philanthropy.
This one-page handout was designed for professional advisors, but contains useful information for anyone considering these two options.
Original publication date: 2020.
Mailing & Billing Address:
1415 28th St Suite 400
West Des Moines, IA 50266
Telephone:
(515) 989-1188
