Professional Advisors

The Ottumwa Regional Legacy Foundation has experience in assisting philanthropic individuals and families create a charitable legacy and offers a variety of benefits to both you and your clients. We can customize charitable giving vehicles for individuals, including donors with complicated objectives and complex gifts. See all of our Ways to Give.

Where to Begin?

1. Discuss your clients’ overall philanthropic goals to define their objectives. Where would they like their gift to have an impact? How involved do they want to be in the grantmaking process? Do they want to involve the whole family?

2. Define your clients’ financial objectives. How much can they afford to give? What kind of tax benefits are they seeking? Do they want to give an outright gift now or a planned gift or both? What assets will they use to establish their fund?

3. Determine the type of fund and structure that best suits their needs. A meeting with you, your client and a member of the Legacy Foundation development staff can be beneficial to identify where there may be a match between the donor’s philanthropic interest and the Foundation’s initiatives, projects and programs.