Estate planners, financial advisors, attorneys, life insurance representatives and other professional advisors are often faced with a delicate dilemma: You want to discuss the many benefits of charitable giving with your clients, but want to avoid recommending a specific charitable cause or organization. That’s where Pella Community Foundation fits in.
A community foundation is a single, trusted vehicle your clients can use while taking advantage of federal and state tax benefits, such as the Endow Iowa tax credit.
Benefits of working with Pella Community Foundation:
We work with you to offer opportunities to meet your clients’ goals in tax-wise ways, including the opportunity to take advantage of the Endow Iowa tax credit, a 25% state tax credit.
Our team is here to help facilitate a variety of gift types to provide opportunities for your clients to give back with assets they currently hold. We accept a variety of gifts including appreciated securities, real estate, farmland and life insurance
As your clients are considering how to make an impact, we offer solutions for giving today or for leaving a legacy of generosity after their lifetimes.