On the morning of January 9th, the Floyd County Community Foundation hosted the seminar, Here for Good, at the Charles City Public Library’s Zastrow Room.
The Foundation is a group of volunteers responsible for granting over $100,000 to deserving nonprofits and towns in Floyd County each year. Their objective is to provide options for people that are considering donating to an established or new legacy fund that would help Floyd County be a more vibrant community for years to come.
The seminar was held for any community member interested in learning more about the organization as well as charitable giving, tax advantages, and gift planning. The panel included four local advisors, including one First Security employee, Julie Versluis, VP/Trust Officer, and one First Security Board Member, Larry Pump, CPA. There were about 30 people in attendance.
“When I speak with clients about estate planning goals, I like to narrow down where they devote their time, talent, and treasure, and what sort of kitchen table values are important to them. Then, we find out how these can all become part of their giving legacy,” commented Versluis. “This seminar was a great opportunity to share these ideas and get people thinking about the impact they can make in their community for future generations.”
The Floyd County Community Foundation has hosted the seminar for several years and has goals to continue planning this event annually.
First Security Bank & Trust has locations across North Central Iowa and headquarters in Charles City. Member FDIC.
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