Professional Advisors

Professional Advisors

Since 2000, we have advanced philanthropy in our area by connecting those who care with those who need. The Community Foundation of Johnson County now administers over $36 million in charitable assets and has distributed over $16 million in grants to local and national nonprofit organizations.

We love assisting donors to find unique and meaningful ways to support the causes they care about. We wish to become your trusted advisor, as well. From Donor Advised Funds for personal or business charitable giving, to family endowment funds that can serve as a savvy alternative to establishing a private foundation, we have many options to meet your clients’ charitable giving goals.

We will assist you in ensuring that your clients receive generous tax benefits while giving back meaningfully to the causes they care most about. The Community Foundation also provides access to Endow Iowa Tax Credits, a 25% Iowa tax credit in addition to normal federal deductions for certain charitable gifts.

We are always honored when our professional advisors are willing to refer their clients to us and hold this relationship in the highest regard. We aim to provide exceptional service to you and your clients at every step of the giving process.

Professional Advisor meeting with client

Charitable Giving Investment Partners Program

Helping your clients establish a charitable fund through the Community Foundation of Johnson County is now easier than ever. Our Charitable Giving Investment Partners program allows clients to establish funds at the Community Foundation while you continue to manage their assets.

Donors in the program gain access to all services the Community Foundation offers including maximum tax benefits, Endow Iowa Tax Credits, expert philanthropic guidance, and flexible giving options. Plus, the Community Foundation accepts a variety of gifts including cash, appreciated stock, real estate, and other assets.

How the program works:

  • We establish an investment account with you, and you provide investment services. The assets in the donor’s fund remain under your management. Together we will create a portfolio to invest charitable resources according to the Community Foundation’s Investment Policy. Investment fees will depend on the portfolio selected.
  • If your clients establish Endow Iowa qualified funds, they are eligible to receive a 25% Endow Iowa Tax Credit in addition to a federal charitable income tax deduction.
  • Your clients establish a fund at the Community Foundation and receive maximum tax benefits.
  • Your clients recommend grants from the fund, working with our professional staff to support the causes and organizations they care most about.
  • The Community Foundation issues grant checks to charities your clients select.
  • Your clients will receive a statement quarterly from the Community Foundation that details fund activity.
  • Investment performance information is provided to the Community Foundation and your clients through your organization.

Community Foundation vs. Private Foundation

Establishing a charitable fund at the Community Foundation of Johnson County has numerous advantages over establishing a private foundation. Benefits of working with us include lower administrative costs, established tax-exempt status, additional tax benefits, professional investment management, no minimum annual distribution, and access to our staff of experts in philanthropy. When working with the Community Foundation, your clients have the option to choose their own investment managers or choose from our investment portfolios.

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