Our Mission is to Help You Fulfill Yours
We believe that a healthy nonprofit sector is vital to a healthy community. Our team will work with you to help make the operational side of your organization run smoothly so you can focus on your mission. We approach each relationship in a consultative and partner-focused manner, serving the needs of:
- Public and private educational entities, including charter schools
- Religious groups
- Health and human service providers
- Senior housing, assisted living and skilled care facilities
- Affordable housing
- Cultural institutions
Is your nonprofit expanding? Are you interested in tax-exempt financing? Do you need to bridge a cash flow gap while waiting for capital campaign receipts? Do you need assistance managing reimbursement contracts? Are you interested in establishing a charitable trust? We are here to help.
Heartland Charitable Trust
The Heartland Charitable Trust is a public charity designed to increase charitable giving by providing benefits to both the donors and the recipients of charitable gifts. It functions as a traditional community foundation and as a donor-advised charity. By establishing a gift fund within the Trust, donors can provide grants to their favorite charities for years to come and receive immediate tax benefits. The establishment of Heartland Charitable Trust was underwritten by Dubuque Bank & Trust and it is available exclusively through our Wealth Advisory Services.