Wednesday, March 10, 2010
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tools

Tools and Resources

The Community Foundation has provided the tools below to help you consult with your clients.

 TitleDescription
Investment PolicyInvestment Policy Statement of the CFGD
2010Endow Iowa Tax Credit Application2010 Endow Iowa Tax Credit Application
Charitable InstrumentsFlyer - Describes a variety of giving methods
Listening for Charitable OpportunitiesFlyer - Help your clients acheive their charitable goals
Giving Advice on Charitable GivingFlyer - Partnering to serve your clients & community
Donor Advised FundsFlyer - A personal approach to giving
Is the charitable IRA right for you?Help clients consider the Charitable IRA
Make a difference with your Charitable IRADescribes the types of funds that can be established
 
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