For Professional Advisors

The Fremont County Endowment Fund works closely with professional advisors (attorneys, accountants, financial planners, bankers, and life insurance representatives) to help their clients realize their charitable objectives and personal interests. The Fremont County Endowment Fund helps to integrate charitable giving within estate and financial plans, facilitate anonymous giving, and assist with complex gift instruments.

As a professional advisor do you ask yourself, “How can I recommend charity without recommending a charity?" The answer is simple. Talk to your clients about giving through Fremont County Endowment Fund.

Estate planners, financial planners, 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 you want to avoid recommending specific charitable causes or organizations.

Fortunately, there’s a simple solution. It’s your local community foundation, the Fremont County Endowment Fund. A community foundation is a single, trusted vehicle your clients can use to address the issues they care about most, while gaining maximum tax benefit under state and federal law. The Fremont County Endowment Fund offers a variety of giving options — including the ability to set up a charitable fund in your client’s name. It’s just one way Fremont County Endowment Fund can help you help your clients achieve their charitable goals.

There is so much more we would like for you to know. We invite you to contact us; we look forward to working with you to help you help your clients achieve their charitable giving goals.

Types of Funds available at the FCEF
Nonprofit Organization


Affiliate Community Foundation Funds


Designated Funds


Donor Advised Funds


Field of Interest Funds


Scholarships


Supporting Organizations


Unrestricted Funds


Types of Gifts available at the FCEF
Charitable Assets


Advisor Resources
Sample Language for Testamentary Gifts


HOME: Fremont County Endowment Fund

Contact the FCEF

FCEF: Contact Information and General Request Form

FAQ about the FCEF

How are community foundations different from private foundations?

How do community foundations impact a community?

What is a community foundation?

Tools and Resources from the FCEF

Planned Giving Strategies

Working with Clients

Additional Resources for Advisors

Upcoming Events at the FCEF

Fremont County Endowment Fund Board Meeting

Learn More about the FCEF

How would you like to receive a 20% State of Iowa income tax credit? 

10 Reasons People Give to Community Foundations