Your partner in philanthropy. SEE advisor resources
If you’re already dreading asking your clients to pull together their receipts and other documents for 2022 tax filings, this may be a good time to take proactive steps to […]
Feb 13th, 2023 Advisors
Charitable giving has always been an important subject of discussions to have with your clients. But today, those conversations are more important than ever because widespread coverage of both major […]
Feb 13th, 2023 Advisors
Your clients rely on your guidance to make important financial decisions. When it comes to charitable giving, we can partner with you to simplify their giving and amplify their impact. […]
Feb 13th, 2023 Advisors, Philanthropy
January is a good time to start helping your clients plan for their annual giving. With the year-end flurry of donations still fresh in many clients’ minds, you may […]
Jan 17th, 2023 Advisors, Philanthropy
Congress passed the much-anticipated $1.65 trillion-dollar omnibus spending bill known as the Consolidated Appropriations Act of 2023 (“CAA”) on December 23, 2022, followed by President Biden signing the Act […]
Jan 17th, 2023 Advisors
Your clients rely on your guidance to make important financial decisions. When it comes to charitable giving, we can partner with you to simplify their giving and amplify their impact. […]
Jan 17th, 2023 Advisors, Philanthropy
Sixteen local professionals graduated from the Chartered Advisor in Philanthropy (CAP®) program. Through a year-long curriculum, the CAP® program provides professionals the knowledge, resources, and tools necessary to help clients […]
Jan 12th, 2023 Advisors, Philanthropy
The Endow Iowa Tax Credit program was established in Iowa in 2003 to promote charitable giving to endowed funds that provide permanent support for charitable causes in Iowa, while providing […]
Dec 13th, 2022 Advisors, Philanthropy, Southwest Iowa
One of the main questions you can expect from your clients this month is “What is Giving Tuesday? And why am I seeing it written like this: #GivingTuesday?” Giving Tuesday […]
Nov 14th, 2022 Advisors
Your clients rely on your guidance to make important financial decisions. When it comes to charitable giving, we can partner with you to simplify their giving and amplify their impact. […]
Nov 9th, 2022 Advisors
You can help us strengthen our community, and we can help you make your giving more effective. Be a part of the good we’re growing by contributing to one of our funds or opening your own philanthropic fund.