The Community Foundation of Northeast Iowa wants to be a resource for you as you work with your clients to not only meet their financial goals, but support the community and causes they care about. With over 60 years of community-building knowledge, we have a unique understanding of our region's needs, the nonprofits making a difference and the many ways your clients can make an impact. Our goal is to be your partner in helping your clients make the right gift at the right time that is also fulfilling their charitable wishes.
We work through you
You stay in control of your client relationships; we're here to help you serve your clients' charitable giving needs.
We partner with you
We provide support, information, and expertise around charitable giving options; think of us as your own charitable giving resource center.
We help you build stronger relationships
Your clients will appreciate the charitable impact and tax advantages you help them achieve by working with the Community Foundation, including the Endow Iowa 25% state tax credit.
We help you connect across generations
When you help families establish an advised fund at the Foundation, you begin an ongoing process of involvement with current and future generations.
Including charitable goals in your client converasations
Making charitable goals part of your work with clients is an important piece of the planning conversation. Pat Monat, CFP, President of Monat Wealth Managment has over 30 years if experience in helping her clients make their financial and charitable dreams a reality. Watch the short video below and learn why asking the charitable question is an important part of the big picture and why Pat partners with the Community Foundation of Northeast Iowa.