Advisor Toolkit and Resources
The Denver Foundation offers you a variety of tools to help you work with your clients to maximize the impact of their charitable giving.
Would you or your colleagues be interested in learning more about how charitable giving can benefit clients? Our staff often speaks to groups about:
- Charitable giving options
- Community needs and issues
- Our grant making priorities and impact
- Planned giving
- Charitable giving benefits
We are glad to "run the numbers" for you if a client is interested in a charitable trust. Many clients seek giving opportunities that provide capital gains savings, an income tax deduction, and a lifetime income for the donor, donor's spouse, or another individual. We can provide not only the tax deductions that are available to your clients but illustrations, a brief description of the gift plan, and annual cash flow projections.
Strategic Philanthropic Planning
We can assist your clients and their families with their philanthropic planning that incorporates their charitable goals with their personal financial goals. We can also create a giving vehicle that best meets their needs.
We have information available if you or your clients are interested in learning more about any of the following topics. Please contact Maura Ridge at firstname.lastname@example.org or 303-996-7322.
- Donor-Advised Funds
- Life Income Gifts
- Charitable Lead or Remainder Trusts
- Charitable Gift Annuities
- Impact Investing
We also have the following brochures to help you consider options as you work with your clients to incorporate charitable giving into their plans.
Denverlegacy.org is a special site offered to anyone interested in learning more about the best vehicles for charitable giving. The site offers a gift calculator which will show you how a gift can generate income along with Charitable Gift Explanations and Examples.
At denverlegacy.org, we also offer a subscription to the GiftLaw eNewsletter, an informative weekly update for financial advisors including:
- Washington Hotline
- Case of the Week
- Article of The Month
- Private Letter Ruling