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GIVING

Building a stronger community together.

The Community Foundation is a place for individuals, families, businesses, and organizations to invest in our community. By opening a fund—or joining your friends and neighbors in giving to a community fund—you can get more impact out of every dollar. We make giving simple, convenient, and tax-advantageous, so that you can give more to the causes you care about and create a lasting legacy.

Contact Us:

Jamie Leza

VP, Operations

jleza@givinggreater.org

563-264-3863

Headshot of VP, Operations

Simple, convenient way to give to multiple causes

– Disperse money to any number of different causes through one place.

– Give to any 501c3 or government entity.

– Avoid administrative hassle and fees of family foundations.

Intentions
honored forever

We know our donors personally and are structured to ensure your intentions are fulfilled long after your heirs/executors are gone. For example, if you direct funds to a particular youth organization that ceases to exist, we’ll find one with a similar mission to take its place.

Maximum impact
on the community

We’re your connector and guide to the needs and nonprofits in our community. We stay on top of the issues, and we’re a key voice in important community conversations. We ensure that your gifts are used for maximum impact in the areas with the most need.

WAYS TO GIVE

  • Short-Term Liquid Portfolio
    This is our most conservative investment model portfolio and is most applicable for the investment of short-term assets when liquidity and security of principal are the primary goal and investment return is secondary. Short-Term Liquid Portfolio Returns: 10-Year Average Rate of Return: 1.48% 10-Year Compounded Annual Growth Rate: 1.30% 2023 Rate of Return: 3.31% 2024 January Rate of Return: 0.71%
  • Conservative Portfolio
    This is a long-term investment portfolio and consists of a mix of fixed income investments and equity investments to accomplish donors' charitable goals. This model portfolio provides the opportunity for long-term assets to be invested with a strong conservative bias yet provide potential growth that has historically been attributed to equity securities. Conservative Portfolio Returns: 10-Year Average Rate of Return: 5.82% 10-Year Compounded Annual Growth Rate: 4.98% 2023 Rate of Return: 12.36% 2024 January Rate of Return: (0.15%)
  • Active Portfolio
    This is a long-term investment portfolio and consists of a mix of fixed income investments and increased security allocation to equity investments and is most applicable for investment of assets that are seeking long-term growth to accomplish donors' charitable goals. Active Portfolio Returns: 10-Year Average Rate of Return: 7.84% 10-Year Compounded Annual Growth Rate: 6.77% 2023 Rate of Return: 14.00% 2024 January Rate of Return: (0.28%)
  • Dynamic Portfolio
    This is a bolder “growth-oriented” long-term investment portfolio and consists of a mix of fixed income investments and equity investments to accomplish donors' charitable goals. Dynamic Portfolio Returns: 10-Year Average Rate of Return: 8.71% 10-Year Compounded Annual Growth Rate: 7.29% 2023 Rate of Return: 15.79% 2024 January Rate of Return: (0.29%)

TYPES OF GIFTS ACCEPTED

Types of gifts accepted

Gifts to the Community Foundation are tax-deductible. Donors who give to one of our permanently endowed funds benefiting charitable causes within the state of Iowa are also eligible to received 25% tax credits for their gifts through the Endow Iowa Tax Credit Program

DONOR SERVICES

When you partner with the Community Foundation of Greater Muscatine, you get personal, trusted service. We are here to provide expertise and strategic solutions to build a better community and ensure your goals are met well into the future. 

  • Short-Term Liquid Portfolio
    This is our most conservative investment model portfolio and is most applicable for the investment of short-term assets when liquidity and security of principal are the primary goal and investment return is secondary. Short-Term Liquid Portfolio Returns: 10-Year Average Rate of Return: 1.48% 10-Year Compounded Annual Growth Rate: 1.30% 2023 Rate of Return: 3.31% 2024 January Rate of Return: 0.71%
  • Conservative Portfolio
    This is a long-term investment portfolio and consists of a mix of fixed income investments and equity investments to accomplish donors' charitable goals. This model portfolio provides the opportunity for long-term assets to be invested with a strong conservative bias yet provide potential growth that has historically been attributed to equity securities. Conservative Portfolio Returns: 10-Year Average Rate of Return: 5.82% 10-Year Compounded Annual Growth Rate: 4.98% 2023 Rate of Return: 12.36% 2024 January Rate of Return: (0.15%)
  • Active Portfolio
    This is a long-term investment portfolio and consists of a mix of fixed income investments and increased security allocation to equity investments and is most applicable for investment of assets that are seeking long-term growth to accomplish donors' charitable goals. Active Portfolio Returns: 10-Year Average Rate of Return: 7.84% 10-Year Compounded Annual Growth Rate: 6.77% 2023 Rate of Return: 14.00% 2024 January Rate of Return: (0.28%)
  • Dynamic Portfolio
    This is a bolder “growth-oriented” long-term investment portfolio and consists of a mix of fixed income investments and equity investments to accomplish donors' charitable goals. Dynamic Portfolio Returns: 10-Year Average Rate of Return: 8.71% 10-Year Compounded Annual Growth Rate: 7.29% 2023 Rate of Return: 15.79% 2024 January Rate of Return: (0.29%)
Donors

A Donor Advised Fund links our charitable giving to the investment power and friendly services of the Community Foundation.

Deb and Keith Porter, Donor Advised Fund

ATTORNEYS & ADVISORS

If you are an attorney, financial planner, or tax advisor, we can assist you and your clients in structuring tax-wise gifts that establish an enduring community legacy. Whether serving as a local charitable giving resource or maximizing tax savings, our team works as part of your team to offer giving opportunities to meet clients’ financial and charitable goals.

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