“…for clients who have a passion to give back to our community, and to achieve the most meaningful impact for their dollars, we know the Community Foundation offers a range of giving options – and that that they’ve already completed the legwork and the vetting processes.”
“We have a longstanding relationship with the Community Foundation,” says Matt Gorr, Chairman of First Western Trust, Boulder, a Community Partner of the Community Foundation Boulder County. For example, Nancy Stevens – retired Chairman of First Western Trust – previously served on the foundation’s Board of Trustees, and was later awarded a community leadership award.
“We also conduct wealth management for a number of clients who have a long-term relationship with the foundation.”
Matt says the bank recommends the foundation to clients who want to leave a legacy of giving beyond their lifetimes. “To help direct our clients’ philanthropic strategies, we want them to know that we value the impact and information provided by the Community Foundation. You’ll find issues of the foundation’s TRENDS Report* in our lobby.”
Specifically, Matt recalls the foundation’s role in flood relief and recovery efforts in 2013. “We saw all the great things the Community Foundation did to calm the chaos. When there’s an immediate need, the foundation responds as a fantastic partner, taking a leadership role that’s steeped in institutional knowledge about our community – you can’t replicate that, and you won’t find it anywhere else.
“So for clients who have a passion to give back to our community, and to achieve the most meaningful impact for their dollars, we know the Community Foundation offers a range of giving options – and that that they’ve already completed the legwork and the vetting processes.
“Add to that, the Community Foundation will be there, long after we’ve all passed – and that’s very important to our clients who want to create a legacy.”
For Matt, “being a community partner means community. We want to give back to the community that supports so many of our clients, and that personally benefits many of our associates.
“We’re proud to be longstanding partners with the Community Foundation. It’s been 30 years or so, and it’s going to continue.”
*Stay tuned for the October launch of the 2017-19 edition of our Boulder County TRENDS Report, filled with community insights and stories, data, and recommendations. Soon available on our website, we can’t wait to share with you our new searchable database of more than 150 indicators of our community’s social, economic and environmental health: because through informed decision-making, we inspire ideas, ignite action, and mobilize diverse resources to improve the quality of life for everyone in Boulder County. Together, we accomplish more than we do alone.
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Donor-Advised Funds: the Community Foundation advantage
“Donor-Advised Funds allow donors to make a charitable contribution, receive an immediate tax benefit, and then recommend grants from the fund over time.”
“Making a difference in your community isn’t just in the realm of the elite,” says Boulderite Sarah Cumming, who donated her government stimulus check to Community Foundation Boulder County.
Sometimes, the name says it all: Margaret’s Hope Fund not only brought hope and meaning to its namesake, the late Margaret Jonikas, while she was alive; the Donor-Advised Fund established at the Community Foundation continues to inspire hope in her memory today. “My mother was the biggest donor to the fund,” says Joe Jonikas, […]
We are grateful for your support on Colorado Gives Day! A record-breaking $50,050,610 was raised for nonprofits statewide, and you put Community Foundation Boulder County $40,377 closer to our year-end goal. Thank you.