Advisors

We catalyze financial investments that make a difference in Boulder County – and beyond. We support CPAs, estate planning attorneys, financial and investment advisors and others to achieve their clients’ unique investment goals and charitable aspirations.

As your partner, we offer philanthropic expertise, service and flexibility. We’ve worked with professional advisors for more than 25 years – we’re here to help you help your clients make informed decisions about smart, meaningful philanthropy.

We ensure your clients’ legacy of generosity – for generations to come.

Financial Advisor Program

You know your clients and their giving goals. We know philanthropy. Our Financial Advisor Program helps you make informed decisions to manage your clients’ assets and ambitions.


Community Impact

Deborah and Wayne Simmons moved their Donor-Advised Fund to the Community Foundation “because we believe it's the most powerful engine for collaborative social change in Boulder County.”

The Community Foundation is a great resource for my clients – not only educating them on community needs, but also offering charitable giving vehicles, such as Donor-Advised Funds, that provide an easy way for clients and their families to get involved in giving.

~Shelly Merritt, S.D. Merritt & Associates, PC

Professional Advisors FAQ

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