Contact Kelly at Waverly Area Development Group, 319-352-4526 for more information about our services for you.
Assets That May Be Used Today or in Your Estate Plans:
Working with a Waverly Community Fund can provide a helpful link to resources for charitable planning. The Waverly Community Fund can provide financial illustrations for a variety of life income gifts, sample language for a Donor Advised Fund and other types of funds. We can help you enhance your services by partnering with you to deliver tax advantaged strategies for your clients. Whether you're an attorney, trust officer, financial planner, investment advisor or certified public accountant, or have a specific interest in the technical aspects of planned giving, we can help you help your clients explore their options.
Online Planned Giving Resources for Professional Advisors
Visit our website at www. (link provided by Bob) provides up-to-date technical and legal information about charitable planning options.
Advisory Council
The Advisory Council is a group of experts who work in the field of estate planning and financial planning. Members lend their professional expertise and advice to Waverly Community Fund for professional advisors and their clients, as well as existing donors.
Continuing Education
We can help you learn more about our Continuing Education programs.
Charitable Planning Assistance
Learn more about expanding your charitable planning expertise.
Working with Donors
Charitable planning is our mission at the Waverly Community Fund. Our goal in working with professional advisors is to help you find the best solutions for your client and to reinforce your client relationship.
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