Charitable Investment Partners
Helping your clients establish a charitable fund with the Story County Community Foundation is now easier than ever. Through the SCCF's relationship with the Community Foundation of Greater Des Moines and their Charitable Investment Partners program, clients can establish funds at SCCF while you continue to manage their assets.
Donors in the program gain access to all services the SCCF offers including maximum tax benefits,
Endow Iowa Tax Credits, expert philanthropic guidance and flexible giving options. Plus, the Community Foundation accepts a variety of gifts including cash, appreciated stock, real estate and other assets.
Here is how the program works:
We establish an investment account with you, and you provide investment services. The assets in the donor’s fund remain under your management.
Your clients establish a charitable giving fund at the Community Foundation, receive maximum tax benefits and enjoy access to our team of experts to assist in their strategic giving, as desired by the client.
If your clients establish Endow Iowa qualified funds, they are eligible to receive a 25% Endow Iowa Tax Credit in addition to normal federal charitable income tax deductions.
Your clients recommend grants from the charitable giving fund to support the causes and communities they care about.
Your clients will receive a quarterly statement from the Community Foundation that details fund activity or access information about their funds online at any time through our online fund management tool, Manage My Fund. As your client’s trusted advisor, you may also be granted access to Manage My Fund.
Investment performance information is provided to clients through your organization.
For more information about the Community Foundation of Greater Des Moines' Charitable Investment Partners Program - click here