Professional Advisors
Partnerships With Planned Giving Professionals (PGP)
A Planned Giving Professional (PGP) is an expert who specializes in helping individuals and organizations create strategic charitable giving plans. These professionals are knowledgeable about the legal, financial, and tax implications of philanthropy and work to ensure donors can maximize the impact of their gifts while achieving their personal and financial goals.
Moline Regional Community Foundation Helps You Serve Your Clients
As a financial advisor, estate planner, wealth investor or other professional, you are an expert in growing and protecting your clients’ assets. This includes the financial benefits of charitable giving.
While your clients may have specific organizations they care about and support in our community, many look for additional guidance. As a local accredited community foundation, this is where we can be your partner.
The Moline Regional Community Foundation can assist in identifying and recommending local nonprofits who align with your client’s philanthropic wishes.
Work with Us!
Partner
Remain in control of your client relationship
Support
Look to us as your local resource for annual or planned giving
Add Value
Build a stronger relationship with your clients and their heirs
Charitable Fund Options
DONOR ADVISED
Your client is actively involved in their charitable giving.
DESIGNATED ENDOWMENT
Your client selects a charitable organization(s) to receive the principal’s earnings.
FIELD OF INTEREST
Your client chooses a charitable area of interest, and The Moline Regional Community Foundation selects nonprofits.
SCHOLARSHIP
Your client establishes the criteria and may elect to help in the selection process.
Ways to Give
Whether your client prefers to give now through appreciated stock, an IRA charitable rollover, gifts of grain, or real estate, The Moline Regional Community Foundation wants to be their philanthropic partner.
If your client desires a gift to provide income, Charitable Gift Annuities and Charitable Remainder Trusts are available.
The Moline Regional Community Foundation Professional Staff are available for
- Conversations with your Board of Directors on Legacy Giving
- Sharing best practices with your staff on promoting your Non-Profit Partner Fund
- Meeting with your donors to discuss a variety of simple or complex giving options