Working Together
If you are a financial or professional advisor, it is likely that many of your clients are already making annual gifts to support their favorite charitable organizations. Why not help them give smartly so that they provide for the people and causes they care about as part of their overall financial planning?
The Community Foundation Serving Greeley and Weld County is a resource and a partner to help you serve your client's charitable goals. Unlike most charitable organizations, the Foundation does not use donations to administer programs or community services. Most donors do not give to us; they give through us to any number of charities.
A trusted resource for estate and financial planners.
Estate planners, financial planners, and other professional advisors are often faced with a delicate dilemma: You want to discuss the many benefits of charitable giving with your clients, but you want to avoid recommending specific charitable causes or organizations. That's where we fit in.
As a community foundation representing Weld County, we are a trusted vehicle your clients can use to address the issues they care about most. At the same time, they will gain the maximum tax benefit under state and federal law.
We work through you.
You stay in control of your client relationships; we're here to help you serve your clients' charitable giving needs.
We partner with you.
We provide support, information and expertise around charitable giving options; think of us as your own planned giving center.
We help you build stronger relationships.
Your clients will appreciate the charitable impact and tax advantages you help them achieve by working with the Community Foundation.
We help 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.