Professional Advisors
Charitable Solutions
As you work with clients to meet their charitable and financial goals, the Community Foundation is here to work alongside you. Below you will find resources on ways we can work together, unique opportunities available through the Community Foundation and more.
Charitable Investment Partners Program
This program allows your clients to establish funds at the Foundation while you continue to manage their assets.
Donors in the program gain access to all services the Foundation offers including maximum tax benefits, Endow Iowa Tax Credits, expert philanthropic guidance and flexible giving options. Plus, the Foundation accepts a variety of gifts including cash, appreciated stock, real estate and other assets.
Transfer of Wealth Statistics
Endowed funds last forever and grow over time because the principal is never spent. Earnings are used to make grants in the name of each fund, supporting charitable causes and creating personal legacies of giving throughout Hardin County.
Enhancing Hardin County
The Hardin County Community Endowment Foundation helps to integrate charitable giving within estate and financial plans as well as facilitate anonymous giving and assist with complex gift instruments.
As a professional advisor you are often faced with a delicate dilemma – you want to discuss the many benefits of charitable giving with your clients and help them with their charitable goals but you want to remain neutral and avoid recommending a specific charitable cause or organization.
We’ve Raised Over $4,000,000
The Hardin County Community Endowment Foundation is a single, trusted vehicle your clients can use to address the issues they care about most, while gaining maximum tax benefits under state and federal law.
Get in Touch. Get Involved.
Contact Us: If you have any questions, feedback, or inquiries, don't hesitate to reach out to us. You can fill out the contact form on our website, which includes options to submit your message or request support. We strive to respond to all inquiries promptly and provide the assistance you need.