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Client Solutions

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Custom Charitable Giving Plans

The Community Foundation of Northeast Iowa develops and manages custom charitable giving plans for individuals, families, and businesses. Our flexibility allows your client to maximize tax-savings benefits while growing their charitable funds to support the causes they care about most.

A deep knowledge of the local community matched with charitable planning expertise allows our team to develop giving strategies based on your client's unique interests and goals.

Types of Funds

Donor Advised Fund

Your client can organize all their charitable activities through one expertly managed, cost-effective charitable vehicle. The gift qualifies for an immediate tax deduction, and your client remains actively involved by recommending grants that make the charitable impact they want. It's a simple, powerful, and highly personal approach to giving.
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Community Impact (Discretionary) Fund

A discretionary fund is named by or for the donor and allows the Community Foundation to direct dollars toward the community’s most pressing needs and can evolve over time to address emerging issues. This fund provides the flexibility and resources to help CFNEIA and its local foundations provide grant support to organizations meeting local needs.

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Designated Fund

Provide an ongoing, sustainable revenue stream to one or more of your favorite organizations. Grants from these funds support a nonprofit in perpetuity. If the organization ceases to exist, an organization serving a similar purpose will benefit from the endowment to ensure donor intentions are honored now and always.
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Field of Interest Fund

Identify a specific or broad interest area (such as education and youth development, arts and culture, health, etc.) that your client is passionate about supporting. The Community Foundation identifies nonprofits making the greatest impact in that area and ensures effective grantmaking within that field as the needs change over time. 
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Nonprofit Fund

Forward-thinking donors can provide opportunities for long-term sustainability to stabilize their organizations they love establishing a nonprofit fund. Nonprofit funds at CFNEIA support your nonprofit’s operations and programs over time or in perpetuity. We handle fund administration and provide world-class investment management of assets so the organization can focus on its mission.
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Scholarship Fund

Give local students the opportunity to pursue their educational dreams through a scholarship fund at CFNEIA. Whether your client want to establish a legacy, honor a loved one, or give back to your community or their alma mater, they can create a scholarship that focuses on student needs and is uniquely their own. As the largest scholarship provider in the region outside of the university systems, we partner with donors to transform the lives of low-middle-income, first-generation, and other deserving students.
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Click here to view our Administrative Fee Schedule

Assets That Can Be Donated

CFNEIA’s experience with handling simple and complex assets provides you with a trusted partner in your giving decisions. A wide range of financial assets can be accepted as donations:
Cash
Publicly Traded Stocks
Life Insurance
Retirement Assets, including IRA and other distributions
Real Estate
Privately Held Business Interests
Farmland
Gifts of Grain and Livestock
Transfer of a Private Foundation
Bequest
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