The Community Foundation partners closely with professional advisors to help their clients practice meaningful philanthropy with maximum tax benefit.
Many clients find starting a donor-advised fund with The Community Foundation a hassle-free and less expensive alternative to establishing a private foundation, and many find making a gift to The Community Trust a highly leveraged way to make a difference in Boulder County. These are two examples of giving options at The Community Foundation, and whether a client chooses one of these options or another, a variety of different assets can be used to make a gift. Our goal is to bring philanthropic expertise, personalized service, and flexibility to meet your client’s needs.
Learn more: FAQ's for Advisors; Benefits of a Donor-Advised Fund and Sample Agreements; Investment Policy and Investment Information.
Matching Clients' Needs with Giving Options