You know your clients’ needs.
We know giving.
As a trusted community foundation, we partner with financial advisors, estate attorneys, CPAs and other professionals to simplify charitable giving and create customized solutions that align with your clients’ philanthropic goals.
Why Us?
Community Connections
Our strong partnerships with nonprofits across Colorado give us unique insight into community needs, particularly in Jefferson County. We’ll leverage our local expertise to support your clients.
Outstanding Service
We know you don’t have time to waste. Our personalized and responsive service ensures every client’s needs are met with care and attention.
Guided Giving
Your client relationships are invaluable. We help you protect and strengthen each one with expert charitable giving guidance.
Get StartedOur Services
Advisor Managed Funds
Retain investment management of your clients’ assets, keep your current custodian, and have access to all your clients’ giving in one place. They get all the benefits of a donor advised fund (DAF) along with your investment expertise.
Donor Advised Funds
Your clients can easily manage their charitable giving and receive an immediate tax benefit when they open a DAF with us.
Qualified Charitable Distributions (QCDs)
Skip multiple QCD checks. Your clients can donate to several nonprofits on ColoradoGives.org. Send us one check, and we’ll handle verification, distributions and reporting for you.
Forever Fund for a Nonprofit
If your client wants to give a gift today or leave a legacy gift in their will for their favorite nonprofit(s), a Forever Fund (or endowment) helps make that possible. Their donation is invested for the long term, and a portion of the Forever Fund is used annually by the nonprofit to support their mission for years to come.
Gift to Colorado Gives Foundation
Your client can leave a legacy gift in their will or make a gift today to Colorado Gives Foundation. Their gift will help sustain our mission to foster strong, connected communities across Jefferson County.
We take care of the details, so you can focus on what you do best.
Get Started
Jeremy Stern
Major Gifts Officer
“I’m looking forward to making it easier for you to help your clients meet their philanthropic goals.“
Connect With our Team