PROFESSIONAL ADVISORS

THE LOCAL ADVANTAGE

As an estate planner, financial planner, or other trusted advisor, you know many of your clients are interested in leaving a legacy in our community and can receive generous tax benefits through charitable giving. North Lee Community Foundation works with professional advisors to enrich the charitable giving strategies of their clients.

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As experts in local needs and opportunities, you can rest assured your clients can give through North Lee Community Foundation with confidence. We have been strengthening Lee County through philanthropy for over 15 years. We will use our experience to help your clients meet their philanthropic and financial goals.

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While some donors understand fully the causes they want to support, others look to us for guidance in determining where community needs and opportunities are greatest. Our dedicated team, flexible giving options, and community knowledge can help you find the best solutions for your clients. We encourage you to contact us to answer questions to help donors make informed giving decisions.
 

HOW YOUR CLIENTS WILL BENEFIT BY WORKING WITH US

Your clients look to you for trusted financial planning. We’re here to be your partner in serving your clients. Here are some of the benefits for your clients in working with us:

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• Dedicated Team to Provide Local Advice and Service

• Trusted and Experienced Investment Team, Generating Strong Returns

• Ability to Manage Giving Online

• Flexible Giving Options

• Endow Iowa Tax Credits

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TOP 10 REASONS TO PARTNER WITH US

• We provide highly personalized service tailored to each individual’s charitable goals.

• We provide community knowledge of needs and opportunities to help connect donors to causes they care about.

• We provide knowledge of philanthropy, and we foster giving.

• We provide a variety of giving options with reasonable fees.

• We accept a wide variety of assets and can facilitate even the most complex forms of giving.

• We help donors build a legacy through endowments and memorials.

• We provide access to a high-quality, institutional investment portfolio which emphasizes long-term growth.

• We are an attractive alternative to a private foundation.

• We offer the maximum tax advantages under state and federal law, including access to Endow Iowa Tax Credits, a 25% state tax credit in addition to normal federal deductions for certain charitable gifts.

• We are a community leader, convening diverse groups and coordinating resources to create positive change.

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