In planning your estate, you can take care of your family while also investing in your community
When Dubuque residents Jim and Jean Gantz began making their estate plans, they knew they wanted to ensure that after they passed, their adult children would be taken care of. Like many families, they set aside portions of their assets to transfer to their children.
They also knew they wanted to support the community that has supported them. After developing a plan for their children, Jim and Jean made a plan for Dubuque. As a result, a portion of their assets will transfer to endowment funds at the Community Foundation of Greater Dubuque to support causes and organizations they care about.
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