For Professional Advisors

The Madrid Community 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 Madrid Community 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 Madrid Community 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 Madrid Community 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 Madrid Community 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 Madrid Community 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 at the Madrid Community EF
Nonprofit Organization


Affiliate Community Foundation Funds


Designated Funds


Donor Advised Funds


Field of Interest Funds


Scholarships


Supporting Organizations


Types of Gifts at the Madrid Community EF
Charitable Assets


HOME: Madrid Community Endowment Fund

Contact the Madrid Community Endowment Fund

Madrid Community EF: Contact Information and General Request Form

FAQ about the Madrid Community Endowment Fund

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 Madrid Community EF

Planned Giving Strategies

Working with Clients

Additional Resources for Advisors

Making a Difference through the Madrid Comm. EF

Couple extend generosity through planned giving
You can’t help but feel the enthusiasm exuding from Craig and Debbie Mrkvicka. Their warmth and easy conversation come naturally. more

Learn More about the Madrid Community EF

Endow Iowa Tax Credits

10 Reasons People Give to Community Foundations

County Endowment Fund Recipients Announced- 11.2005

Endow Iowa Grant Awards- 7.6.2006