ADVISORS

Estate planners, financial planners, attorneys and other professional advisors often discuss the benefits of charitable giving with clients. How do you know the needs in the community or what charitable causes or organizations are addressing them? That's where we fit in.

 

As a community foundation, we can help your clients give to the issues they care about the most while taking advantage of federal and state tax benefits. We also help integrate charitable giving within estate and financial plans, facilitate anonymous giving, and assist with complex gift instruments.

 

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 planned giving center.  We help you build stronger relationships by working together to help increase tax advantages for your clients and deepening the charitable impact of their gifts.

 

WILL AND BEQUEST LANGUAGE

The following sample language can be used for estate gifts through:

Wills - Living Trusts - Retirement Plans Designations - Life Insurance Beneficiary Designations

and contingent provisions in any of the above estate documents.

 

Your individual situation is unique. The Community Foundation can provide customized language for the causes you may wish to support. Please contact us.

PERCENTAGE OF ESTATE or RESIDUARY BEQUEST

“I give to the Community Foundation of Greater Dubuque, a nonprofit corporation located in Dubuque, IA, an amount equal to ______ percent of the total value of the assets in my estate (or the residue of my estate), whatever the amount shall be at the time of my death. This gift is for discretionary purposes to meet the highest priority needs of the community as those arise/is to be added to the [name the existing endowment of the Foundation here].”

OR

“I give to the Community Foundation of Greater Dubuque (CFGD), a nonprofit corporation located in Dubuque, IA, all my right title and interest in the following described property: [list property here]. This gift is for discretionary purposes to meet the highest priority needs of the community as those arise/is to be added to the [name the existing endowment of the Foundation here].”

SPECIFIC BEQUEST

You may establish an endowment for a specific purpose through your estate by stating, “This gift is to be added to the _____________________________ Fund and used in accordance with the written agreement entered into by me and the Community Foundation of Greater Dubuque during my lifetime.” In this case, we work with you to establish the fund particulars in a separate document that may be amended at any time before the bequest is received. This avoids the necessity of amending estate documents if you change your mind about the purpose of the fund.

Tax ID Number of the Community Foundation of Jo Daviess County: 81-4961714

 

“ The Community Foundation of Jo Daviess County provides an invaluable tool in drafting estate planning documents as it provides an easy to use conduit through which to give charitable contributions and it provides one’s clients with many avenues through which to give.”

Mary Vincent, Attorney

Vincent, Roth, Toepfer, & Leinen, P.C.