Professional Advisors

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.