funds

Your clients may direct their funds to one or more of the following options

Donor Advised Funds
Establishing a Donor Advised Fund allows your client to make a gift to the Community Foundation, then remain actively involved in suggesting uses for their gift. Your client can suggest ongoing uses for the fund — targeting the issues they care about most. Grant awards are issued to charities in the name of the fund (or anonymously if preferred). It’s a simple, powerful, and highly personal approach to giving. 

Designated Funds
Establishing a Designated Fund allows your client to support the good work of a specific nonprofit organization — a senior center, museum, or virtually any nonprofit charitable organization. Because it’s given through the Community Foundation, your client's gift provides the organization he/she selects not only with funding, but planned giving and investment management services and the power of endowment.

Field of Interest Funds
By establishing a Field of Interest Fund, your client can target their gift to address needs in an important area of community life. Arts. AIDS. Aging. At-risk youth. Your client identifies their personal interest area when making a gift; our board awards grants to community organizations and programs that are making a difference in the area your client selects. The gift stays flexible enough to meet community needs in their interest area — even as these needs change over time.

Agency Endowment
Non-profit organizations can also establish a Designated Fund or agency endowment at the community foundation. It’s a simple and efficient way to build an endowment — and help create sustainability — for a nonprofit organization. The community foundation’s experienced staff can also help the organization develop planned giving programs and assist with investment management and administrative details.

Scholarships
In creating a Scholarship, your client invests in their community’s future and shows students they care. The Community Foundation provides the expertise to help your client meet their personal goals and awards Scholarships to deserving students. The gift can helps students — from preschool to postgraduate — achieve their lifetime dreams.

Community Impact
Your cllient helps to address the commuity's most urgent needs as determined by the Foundation's Board.

Acorn Funds
A "seed" amount is given by your client, and when the fund reaches the level needed for a permanent fund, it is endowed, and gifting begins.  Make a difference a little bit at a time.

Legacy Society
The Community Foundation of Greater Dubuque recognizes donors who have made arrangements through their estate planning (such as a bequest, a trust, a retirement plan, insurance policy or some other form of deferred gift) that support the Community Foundation. Since estate gifts are often made after the donor's death, the Legacy Society allows the Community Foundation to recognize those individuals who are planning to make a difference in this community in perpetuity.

Supporting Organizations
A Supporting Organization is an excellent alternative to a private foundation — with only a fraction of the administrative responsibilities. Your client selects some of the board members, maintains personal involvement, and supports the causes they care about most while enjoying the favorable tax treatment of a public charity. Leave investment management, startup costs, grant administration, and reporting to the Community Foundation. 

 TitleDescription
Designated Endow Iowa Fund AgreementDesignated Fund containing language allowing donors to receive Endow Iowa tax credits.
Designated Endowed Fund AgreementDeisignated Fund containing language to establish a permanant endowment.
Designated Non-Endowed Fund Agmt.Designated Fund with no limitations regarding the length of the fund's existance.
Donor Advised Endow Iowa Fund Agmt.Donor Advised Fund with language allowing donors to receive Endow Iowa tax credits.
Donor Advised Endowed Fund AgreementDonor Advised Fund containing language to establish a permanent endowment.
Donor Advised Non-Endowed AgreementDonor Advised Fund with no limitations regarding the length of the fund's existance.
Agency Endow Iowa Fund AgreementAgency Agreement with language allowing donors to receive Endow Iowa tax credits.
Agency Endowed Fund AgreementAgency Agreement containing language to establish a permanant endowment.
Agency Acorn Endow Iowa Fund Agmt.Agreement with Endow Iowa language allowing establishment of endowment with <$10k.
Field of Interest Endowed Fund AgreementFund with Endow Iowa language that allows gifts to be made towards an area of concern.
Legacy Society Endowed Fund AgreementEstablished to provide a gift at the donor's death supporting community needs forever.
Bequest AgreementEstablished to create a new fund upon the donor's death.
Bequest Language to Benefit Existing FundLanguage to be included in one's will requesting a specific gift be made to the Foundation.
Scholarship Endowment Fund AgreementPermanent Endowed Fund established to help students of a chosen grade/academic level.