Professional Advisor Resources
The Story County Community Foundation is here to work with you to support your clients and their charitable and financial goals. We have provided a list of resources outlining how we can work together, and unique opportunities for your clients that are available their their local Community Foundation.
CHARITABLE GIVING FUNDS
Charitable giving funds provide a customized way for your clients to simplify their giving. The Story County Community Foundation offers a variety of different options to meet your client's specific charitable and financial goals. Click here to learn more.
WAYS TO GIVE
The Story County Community Foundation offers a variety of options for your client to give that support their charitable giving goals. Click here for more information.
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. Learn more here.
ENDOW IOWA TAX CREDITS
The Story County Community Foundation is a qualified community foundation that provides access to Endow Iowa Tax Credits. The Endow Iowa Tax Credit Program allows tax payers to receive a 25% Iowa tax credit. Download more information here.