- Building Community
As an attorney, Johni understands the tax benefits of leaving retirement funds to charity. While Johni and Dave have not lived in the Des Moines area their entire lives, they have "lived here the longest" and want to continue to create a better community. Gifts from their retirement funds will benefit local charities, including the Community Foundation, after their deaths.
"We firmly believe in people helping people. Why not give it away? We know the integrity of the Community Foundation and couldn't think of a better steward of our gifts," Johni and Dave said.
Johni and Dave encourage others to support organizations they care about both now and through planned gifts.
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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.