For community-minded donors who want their philanthropy to be part of something bigger, we understand Boulder County’s greatest needs and how to help families and individuals make high-impact gifts – and we mobilize resources around specific issues.
Some donors want a simple way to optimize their giving; others are experiencing a one-time financial or tax event that calls for making a large charitable gift. Still others crave making their philanthropy a family venture. Either way, establishing a named Donor-Advised Fund at the Community Foundation – adding to it any time, in any amount – may be the right choice for you, your family, or your business.
A flexible, disciplined approach
We offer personalized, high-service funds – and you’ll tap into our deep understanding of community investment opportunities, along with our proven philanthropic expertise and research capacity.
Fund assets are typically invested and professionally managed for tax-free growth. Donors may choose one of the foundation’s investment pools (traditional, passively invested or Socially Responsible), or they may work with their own financial advisor
to continue investing charitable assets.
The best part about a Donor-Advised Fund is that you can make grants to your favorite charities or causes any time – in Boulder County or beyond – with our Philanthropic Services team available to help research and recommend investment strategies and options, provide learning opportunities with other like-minded donors, and engage your family members in philanthropic planning.
For more than 26 years, we’ve earned a track record as a reliable steward of financial investments that make a difference in Boulder County, and that meet individual investment goals and charitable aspirations. To make informed decisions about smart, meaningful philanthropy, you’ve come to the right place.
For more information and to create a fund, please contact us at Philanthropic Services.