Info for Advisors

The Community Foundation is proud to work with dozens of professional advisors in Northern Colorado and beyond as they assist their clients in establishing a legacy of charitable giving. Whatever cause their clients wish to support, the Community Foundation can serve as the long-term steward of the legacy they envision.

Cindy Bragdon | CFP, CTFA

Cindy Bragdon | CFP, CTFA

"I believe that charitable giving enhances the quality of life for individuals and families. Charitable giving can create family traditions and legacy whether the gift is time, service or financial resources. I believe that most people are charitable and generous especially if they can measure and project the impact of their gifts on their own financial future, their family's financial future, and the community." 

Lynn Hammond | J.D.

Lynn Hammond | J.D.

"We love our community and believe in the idea of leaving a legacy that will benefit the next generation. The Community Foundation is well positioned to carry out the charitable wishes of my clients in a responsible manner." 

Jacqui Zipser | J.D.

Jacqui Zipser | J.D.

"Behavioral economic research has shown that above a certain level of wealth, additional dollars do not add very much to the owner's overall happiness. Those same dollars can have a tremendous impact on those with fewer resources and on the overall quality of life in a community. Bottom line: giving feels great and improves lives." 

We can help you help your clients

You know your clients. We know philanthropy. Together we can ensure your clients make the best decisions for making a difference in the community.

The Community Foundation of Northern Colorado wants to be your partner in meeting the charitable giving needs of your clients. Our staff is skilled in working with donors who have multi-faceted objectives and complex gift situations. As your partner in charitable giving, the Community Foundation can help you achieve a success for you, your clients, and the community.

Experienced Staff
Our staff is available by phone, email, or in person to discuss any aspect of charitable giving. We are experienced in customizing charitable giving opportunities, and we stand ready to assist you in communicating the benefits of a particular strategy. We understand that your clients might prefer to remain anonymous, and we are happy to work directly with you on their behalf. We want to help you clients make well-informed decisions they feel good about. Our staff is able to assist your clients with complex giving options, including charitable remainder trusts, gift annuities, estate plans, and gifts of real estate. Contact us for assistnace in establishing a fund, selecting an investment strategy, or setting up an effective grantmaking program.

Permanent Presence
Our strong record of financial stewardship assures your clients that their charitable agenda will be met now and for generations to come. The Community Foundation's Board of Trustees represents a cross-section of our community and works hard to maintain high donor confidence about proper management of charitable gifts.

Economical Options
If each of our funds operated independently and had to recreate our services on its own, the price would be enonormous. However, the costs associated with an outstanding staff and excellent investment advisors are shared by all of our funds. In a very real sense, each donor is backed by a staff who cares about them and their needs.

Contact Us
Contact our staff to discuss how the Community Foundation can help you help your clients create meaningful change in the community through charitable giving.