• Resources for Charitable Planning
• Considering a Private Foundation?
• Identifying Charitable Opportunities
• For Financial Advisors

For Professional Advisors

The Community Foundation’s goal is to enhance both the advisor/client relationship and client satisfaction by helping your clients to achieve their charitable objectives with minimum fees, simplicity, flexibility and maximum tax benefits. The Community Foundation works and collaborates with professional advisors to assist their clients in making decisions about charitable planning. We can provide you with the tools and the information to help you help them meet their financial and charitable goals.

As a community foundation:

We work through you.
You stay in control of your client relationships; we're here to help you serve your clients' charitable giving needs by maximizing tax advantages and opportunities to contribute a wide range of assets. And when you suggest giving through the Community Foundation, you are encouraging a philanthropic solution without endorsing a specific charitable cause or organization.

We partner with you.
We provide support, information and expertise around charitable giving options. Let us tailor giving plans to meet your clients’ individual needs, whether they are setting up an alternative to a private foundation, a life income plan, or a charitable fund to facilitate their family’s permanent charitable legacy.

We help you connect across generations.
When you help families establish an advised fund at the Community Foundation, you begin an ongoing process of involvement with current and future generations.

We are community experts.

We know the needs and nonprofit organizations supporting those needs in Weld County and can ensure that your clients are giving strategically. Your clients can also make grants regionally or nationally through their fund at the Foundation.

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For more information, contact Judy Knapp, President at judy@cfsgwc.org or 970-304-9970.