Advisor's Role

As an advisor, you can support both your clients’ charitable goals and the community of Hiawatha. While some advisors hesitate to raise the topic, you can add value by listening for opportunities, explaining options, and suggesting solutions. Major life, business, and financial decisions often open the door to charitable giving. Our staff can partner with you to identify the best strategies.

Questions to ask clients:

• What motivates you to give?

• Which community causes matter most to you?

• What are your top priorities for impact?

• How involved do you want to be in directing your gift?

• Which giving vehicle best fits your finances and tax needs?

Advisor Services

The Hiawatha Community Foundation can support you and your clients in the charitable giving process by:

• Identifying your clients' charitable giving interests and motivations

• Matching personal charitable interests with tax planning needs

• Creating charitable plans that are integrated into major business, personal, and financial decisions

• Facilitating complex forms of giving

• Sharing knowledge about community needs and providing information on local agencies and programs

• Delivering grant-making expertise and a range of administrative services related to charitable giving

• Leveraging your client's gift with other match grants