Advisors

Financial Advisor Program

You know your clients. We know philanthropy. Together, we accomplish more than we do alone, making informed and inspired investments that benefit our community.

 
The Community Foundation’s Financial Advisor Program brings together advisors, their clients, and the foundation’s responsive and personalized philanthropic advising and services to ensure a great client experience. Your participation creates a distinct advantage: you can manage your clients' assets and meet your clients’ tax and charitable goals (the minimum to open a Donor-Advised Fund and manage that fund for your client is $25K). 
 

“The Community Foundation offers so many ways for our clients to have their funds managed. There is an option for every need – including allowing your clients to continue to work with you, their advisor, while taking advantage of the expertise and personal touch of the foundation to help ensure their philanthropic dollars have the desired impact.”

~Kathy Leonard, UBS First Vice President of Investments and a Trustee of the Community Foundation 

 

Why partner with the Community Foundation?

We’re a trusted connector and convener in Boulder County communities. Our donors value the opportunity to make intentional, informed decisions about charitable giving for the greatest impact. In fact, a 2012 survey found that 59% of our donors contribute to give back to the community (compared to only 30% of donors nationally). Local donors want to make a difference in this community and beyond, and your partnership with the Community Foundation can help your clients achieve these goals – both locally and beyond our county borders.
 
We offer the tools, data and expertise to ensure positive results. Over 25 years, we’ve earned a track record as a reliable steward of financial investments that move the needle in Boulder County, and that meet individual investment goals and charitable aspirations. We’ll also introduce you and your clients to top leaders in the philanthropic field: through our partnership with Greater Horizons – a nationally-known provider of charitable giving services – the Community Foundation offers even more investment options for you and your clients. Additionally, you’ll have access to all foundation services, thereby maximizing grant dollars.
 

Program benefits

The Financial Advisor Program is a win-win for everyone involved, creating a significant and positive impact for your clients' charitable causes. Advisors can:
  • Retain their clients' charitable assets at their financial institution and continue to manage their clients' charitable giving vehicles.
  • Convert non-managed client assets – such as real estate, closely-held interests, businesses, personal property and art – into charitable dollars that you manage. Learn more about complex assets.
  • Offer clients a value-added service by connecting them to the Community Foundation’s quality services, and offering a personalized charitable giving experience for them and their families.
 
What's more, the Community Foundation is an IRS tax-exempt nonprofit organization. That means your clients receive the maximum tax deduction allowed by law, avoid capital gains taxes – and they may be eligible to receive a lifetime income stream. We look at each donation individually and create giving plans that maximize gifts to the community and provide bottom-line benefits to the donor.
 
The Community Foundation is not engaged in rendering legal, accounting or other professional services. If legal advice or other expertise is required, please consult a specialized professional.
 

Who qualifies?

 

Financial Advisor Toolkit

Investment Information

Professional Advisors FAQ

 
We’re here to help you help your clients make informed decisions about charitable giving. For more information, contact us at Philanthropic Services. 

Financial Advisor Program

You know your clients. We know philanthropy. Together, we accomplish more than we do alone, making informed and inspired investments that benefit our community.

 
The Community Foundation’s Financial Advisor Program brings together advisors, their clients, and the foundation’s responsive and personalized philanthropic advising and services to ensure a great client experience. Your participation creates a distinct advantage: you can manage your clients' assets and meet your clients’ tax and charitable goals (the minimum to open a Donor-Advised Fund and manage that fund for your client is $25K). 
 

“The Community Foundation offers so many ways for our clients to have their funds managed. There is an option for every need – including allowing your clients to continue to work with you, their advisor, while taking advantage of the expertise and personal touch of the foundation to help ensure their philanthropic dollars have the desired impact.”

~Kathy Leonard, UBS First Vice President of Investments and a Trustee of the Community Foundation 

 

Why partner with the Community Foundation?

We’re a trusted connector and convener in Boulder County communities. Our donors value the opportunity to make intentional, informed decisions about charitable giving for the greatest impact. In fact, a 2012 survey found that 59% of our donors contribute to give back to the community (compared to only 30% of donors nationally). Local donors want to make a difference in this community and beyond, and your partnership with the Community Foundation can help your clients achieve these goals – both locally and beyond our county borders.
 
We offer the tools, data and expertise to ensure positive results. Over 25 years, we’ve earned a track record as a reliable steward of financial investments that move the needle in Boulder County, and that meet individual investment goals and charitable aspirations. We’ll also introduce you and your clients to top leaders in the philanthropic field: through our partnership with Greater Horizons – a nationally-known provider of charitable giving services – the Community Foundation offers even more investment options for you and your clients. Additionally, you’ll have access to all foundation services, thereby maximizing grant dollars.
 

Program benefits

The Financial Advisor Program is a win-win for everyone involved, creating a significant and positive impact for your clients' charitable causes. Advisors can:
  • Retain their clients' charitable assets at their financial institution and continue to manage their clients' charitable giving vehicles.
  • Convert non-managed client assets – such as real estate, closely-held interests, businesses, personal property and art – into charitable dollars that you manage. Learn more about complex assets.
  • Offer clients a value-added service by connecting them to the Community Foundation’s quality services, and offering a personalized charitable giving experience for them and their families.
 
What's more, the Community Foundation is an IRS tax-exempt nonprofit organization. That means your clients receive the maximum tax deduction allowed by law, avoid capital gains taxes – and they may be eligible to receive a lifetime income stream. We look at each donation individually and create giving plans that maximize gifts to the community and provide bottom-line benefits to the donor.
 
The Community Foundation is not engaged in rendering legal, accounting or other professional services. If legal advice or other expertise is required, please consult a specialized professional.
 

Who qualifies?

 

Financial Advisor Toolkit

Investment Information

Professional Advisors FAQ

 
We’re here to help you help your clients make informed decisions about charitable giving. For more information, contact us at Philanthropic Services.