The Denver Foundation

Professional Advisors

Overview

Welcome Professional Advisors  

We are here to help you help your clients!

We consider attorneys, CPAs, financial planners, trust officers, insurance agents and other professionals to be our valued partners in charitable giving and know that it is no small task to develop a charitable plan that takes into account your client's financial and charitable needs.  If your client is thinking about making a charitable gift, we offer a variety of giving vehicles. These vehicles provide specific tax benefits to your clients and help them achieve their financial, charitable, and business goals.

In this section of our web site, you will find many tools and resources to help you ensure that your clients receive the full benefits of their contributions while supporting the charities of their choice.

Click here to learn more about charitable gift planning, view the latest tax news, or use our gift calculator.  

To see a list of our Professional Advisors Council click here.

Questions?  Please contact a member of The Denver Foundation's Philanthropic Services Group by clicking on the name of any of our planners below:

Barbara Berv
Vice President of Philanthropic Services and Senior Philanthropic Planner

 

Sarah Harrison
Deputy Vice President of Philanthropic Services and Senior Philanthropic Planner

 

Kate Lyda
Senior Philanthropic Services Officer and Impace Investing Specialist

 

Kelly Purdy
Senior Philanthropic Services Officer and Charitable Projects Specialist

 

Maura Ridge
Senior Philanthropic Planner and Director, Professional Advisor Programs

 

News & Events

Sep 10, 2014
The M Word
Nov 07, 2013
Philanthropic Leadership Awards, 2013
Read All News »