We mobilize financial investments to make a difference in Boulder County – and beyond. We support CPAs, estate planning attorneys, financial and investment advisors, and others to ensure their clients’ legacy of generosity.
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.
Deborah and Wayne Simmons moved their Donor-Advised Fund to Community Foundation Boulder County “because we believe it's the most powerful engine for collaborative social change in Boulder County.”
Community Foundation Boulder County 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