Current Fund Advisors
Thank you for having a fund at Aspen Community Foundation. We are honored that you trust ACF with your philanthropic needs.
Wherever you are in the stages of your philanthropic planning, the team at Aspen Community Foundation is here for you. We welcome the opportunity to meet in person with our fund holders and prospective fund holders.Â
We offer personal, dedicated service.
Unlike corporate donor-advised fund platforms where the help of a dedicated donor services team can be rare, the staff at ACF is here to help you every step of the way along your charitable giving journey. Our team is happy to meet with you one-on-one, or join a meeting with you and your legal, tax, or financial advisor to assess your current situation and determine the best charitable tax strategy for you. This includes evaluating the best assets to give to your fund or funds, including publicly-traded stock and even other noncash assets such as real estate or closely-held stock.
We will help you establish additional funds to meet your goals.
As our team learns your philanthropic goals, it’s possible to uncover opportunities to maximize your impact by adding one or more additional funds to complement the donor-advised fund structure already in place. Many times, fund holders decide to make recurring contributions over time to multiple funds at ACF to achieve their various philanthropy goals.
We make paperwork a breeze.
Our paperwork is straightforward and not at all cumbersome. As we’re exploring updating your existing donor-advised fund, setting up a new donor-advised fund, or adding additional types of funds to your portfolio, we’ll prepare simple documentation to capture your wishes, collect important contact information, and address your vision for your fund or funds both during and after your lifetime.
We’re always here to strategize about your giving options.
As you periodically review your assets and financial situation with your advisors, the ACF team is here to work with you and your advisors on the contribution of a wide variety of assets to help you achieve your tax and estate planning goals. We are happy to go over the appraisal and documentation requirements for gifts of nonmarketable assets such as closely-held stock and real estate.Â
We’ll let you know about educational opportunities and gatherings with other fund holders.
During our meetings, we’ll share a calendar of upcoming events and ways you can learn more about the causes you care about and what’s going on in the community overall. Our team is here to help you stay up-to-date and on the various ways you can support the community by working with the community foundation and partnering with other fund holders.
