For Professional Advisors

“ People want to have their charitable interests protected even after they’re gone.  One way to do that is with an endowment that pays over a period of years.” Bill F., local attorney

Assisting You and Your Clients

The Western Colorado Community Foundation considers attorneys, CPAs, financial planners, trust officers and other professionals who work with clients on financial and estate planning issues to be valued partners in the charitable legacy planning process. Community-minded individuals – your clients, our donors – have a lot of factors to consider as they contemplate a complex charitable gift or establishing a charitable legacy fund that will continue beyond their lifetime. We can provide valuable ideas and planning perspective, along with tools and resources for your clients. Establishing a donor- directed fund at our Community Foundation may be the perfect solution for your client’s philanthropic goals.

We have an outstanding reputation for integrity and service to donors and have developed unique resources for you to use in helping donors craft their charitable giving plans. Our Community Foundation does not provide legal or financial advice. Donors are encouraged to work directly with their legal and financial advisors when considering a fund or making a planned gift.