The impact of our foundation would not be possible without the community of professional attorneys, accountants, financial planners, bankers, and life insurance representatives that work with us. These professional advisors make themselves available to help donors align their passions with planning. Because of their efforts, our foundation can help integrate charitable giving within estate and financial plans, facilitate anonymous giving, and assist with complex gift instruments.
Why partner with Dallas County Foundation?
As an advisor, your main goal is protecting the financial interests of your clients.
If you have a client looking to:
Ease their tax burden
Shift their financial resources during retirement
Create a legacy of giving
…then support them by introducing the many customizable giving options that Dallas County Foundation has to offer! Our personalized charitable funds can be tailored to the specific interests of your client. To “Give Where You Live” is appealing to anyone that feels a social responsibility or personal affinity towards their neighborhood/community and wants to make a lasting impact.
Personalized giving opportunities include:
Opening a charitable giving fund. Much like a philanthropic savings account, a charitable giving fund with the Community Foundation allows your client to make a deposit today, receive an immediate tax benefit on the gift and then over time make grants from the fund to the causes they care about.
Create a customized approach to grow their charitable assets. Your client’s charitable assets will grow when their charitable giving fund is invested through our Charitable Investment Partners program or through one of our pooled investment portfolios.
Find tax-wise giving strategies. Our team of charitable giving experts can assist your client in identifying tax-wise ways to meet their giving goals.
Keep Iowa Growing. Farmland is one of Iowa’s greatest assets. Thanks to Keep Iowa Growing, land owners have the unique opportunity to ensure land is kept in production – while supporting communities and causes they care about for generations to come.
Increase gifts with Endow Iowa Tax Credits. Iowa community foundations offer exclusive access to the Endow Iowa Tax Credit program, a 25% state tax credit on qualified gifts.