Professional Advisors

The Community Foundation collaborates with professional advisors to assist their clients in making decisions about charitable planning. Foundation staff works diligently to help your clients to achieve their charitable objectives with minimum fees, simplicity, flexibility and maximum tax benefits. At the end of the day, Foundation services can help you develop and maintain strong, lasting client relationships. 

Foundation staff works through you
You stay in control of your client relationships; we're here to help you serve your clients' charitable giving needs by maximizing tax advantages and opportunities to contribute a wide range of assets. When you suggest giving through the Community Foundation, you are encouraging a philanthropic solution without endorsing a specific charitable cause or organization. Click here for resources for charitable planning.

Foundation staff partners with you.
We provide support, information and expertise around charitable giving options. Let us tailor giving plans to meet your clients’ individual needs, whether they are setting up an alternative to a private foundation, a life income plan, or a charitable fund to facilitate their family’s permanent charitable legacy.

The Foundation helps you connect across generations.
When you help families establish an advised fund at the Community Foundation, you begin an ongoing process of involvement with current and future generations.

Foundation staff are community experts.
We know the needs and nonprofit organizations supporting those needs in Weld County and can ensure that your clients are giving strategically. Your clients can also make grants regionally or nationally through their fund at the Foundation.

For more information, contact us at info@cfsgwc.org or 970-304-9970.