Professional Advisors
Partnerships With Planned Giving Professionals (PGP)
A Planned Giving Professional (PGP) specializes in helping individuals and organizations create strategic charitable giving plans. These professionals understand the legal, financial, and tax implications of philanthropy and work to help donors 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’re an expert in growing and protecting your clients’ assets — including the financial benefits of charitable giving.
Your clients may have specific organizations they care about and support in our community, but many look for additional guidance. As a local accredited community foundation, we can be your partner.
Moline Regional Community Foundation can help identify and recommend local nonprofits aligned with your client’s philanthropic wishes.
Work with Us!
Partner
Your relationship with your client stays yours. We're simply here to help.
Support
Your local resource for annual and planned giving — anytime you need us.
Add Value
Help your clients build a lasting legacy, and grow trust along the way.
Charitable Fund Options
DONOR ADVISED
Your client stays hands-on with their charitable giving, shaping where their generosity goes and seeing the impact unfold.
DESIGNATED ENDOWMENT
Your client chooses the organization (or organizations) closest to their heart, and their gift keeps giving through the earnings it generates over time.
FIELD OF INTEREST
Your client chooses the cause. From there, we find the nonprofits doing the work that brings it to life.
SCHOLARSHIP
Your client sets the criteria. From there, our community volunteer evaluators carefully select the recipients who bring their personal vision to life.
Ways to Give
Whether your client prefers to give now through appreciated stock, an IRA charitable rollover, gifts of grain, or real estate, 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.
Our 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 Nonprofit Partner Fund
- Meeting with your donors to discuss a variety of simple or complex giving options