Professional Advisors

Toolkit

Tools for Giving

Toolkit

The Denver Foundation offers a variety of tools to help make planning easier. 

Presentations

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

Trust Illustrations

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. 


Resources


We have lots more information available and would be glad to send you materials on any of the following:

  Donor Advised Funds 

  Bequests 

  Life Income Gifts 

  Charitable Lead or Remainder Trusts 

  Charitable Gift Annuities

These resource sheets will help your clients make informed decisions:  

What is The Denver Foundation?

Comparing 4 Approaches to Giving

Creating a Charitable Fund at The Denver Foundation is as Easy as 1-2-3

Partnerships Between Private Foundations and Community Foundations

What Type of Grantmaker are You?

A fund at The Denver Foundation is an attractive alternative to a private foundation

Other Tools:

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.


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

 

Links to Other Resources:

National Center for Family Philanthropy

www.ncfp.org

Nonprofit Good Practice Organization.

www.npgoodpractice.org

To learn more about any of these tools or how you can partner with The Denver Foundation, contact Vickie Wilson at 303-300-1790, ext. 110.

Defining Your Brand of Philanthropy


News & Events

May 09, 2012
Professional Advisors' Series
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