Establish Corporate Donor Advised Fund
Complete a Donor Advised Fund Application + Agreement
In order to establish a Corporate Donor Advised Fund, we will provide you with an application, guidelines, and a fund agreement for review and signature.
Investing Your Assets
The assets in your Corporate Donor Advised Fund will be invested. You will receive quarterly fund statements detailing changes in asset values.
Make Your Initial Contribution
You can make your initial contribution in the form of cash, securities, or appreciated assets, and you are welcome to make additional gifts at any time. As a donor, you can enjoy tax benefits every year you make a gift. Because Colorado Gives Foundation is a 501(c)(3) charitable organization, your donation is eligible for the maximum charitable deduction, allowable by law. We are here to help you make the most of your philanthropic giving and achieve your charitable goals.
Your Fund Is Established
Once your contribution is received, your fund will be established at Colorado Gives Foundation. From there, our team will take care of all administrative details and ensure your assets are managed with the utmost care. You will retain advisory privileges, meaning you can make grant recommendations to support the charitable organizations of your choice at any time.
Use Your Fund for Impact
With your Corporate Donor Advised Fund, you have the power to make a meaningful impact. Grants can be made to any eligible 501(c)(3) organization.
Additionally, you have the option to use your Corporate DAF to support one of the 3,400 nonprofits featured on ColoradoGives.org. If you’re interested in learning about using your DAF on ColoradoGives.org Submit Request Here.
Advisor Managed Funds
At Colorado Gives Foundation, we understand that some donors may have strong relationships with their financial advisors and prefer to have them involved in the management of their donor advised funds. That’s why we offer the opportunity for donors to open a DAF with a minimum of $500k and have their trusted financial advisor oversee the funds and investments.
This option provides donors with the flexibility and control they desire, while still benefiting from the administrative support and tax advantages of a donor-advised fund. Our team is here to support both you and your advisor throughout the giving process, ensuring a seamless and fulfilling philanthropic experience.
Connect with our team regarding opening an Advisor Managed Fund: Submit Request Here.
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