Professional Advisors
Let's work together to make an impact.
We are honored to serve as a resource for attorneys, accountants and financial advisors as you build the charitable giving plans that meet your clients’ philanthropic goals and align with the latest laws, regulations and best practices.
We care about your clients
Your relationships with your clients are a top priority. We are committed to helping you build, maintain and deepen your connections with your clients as a resource for wealth management, accounting and estate planning across generations.
We understand your responsibilities
We’re here to help you understand the full range of laws and regulations available to establish a tax-savvy charitable giving vehicle that meets your clients goals. Philanthropy conducted through a community foundation meets the high standards of today’s best practices for achieving tax effective social impact objectives.
We’re ready to be your partner
We would be honored to work with you. Whether you’re establishing a donor-advised fund for a private foundation client, setting up a family foundation from scratch, or assisting C-level executives with corporate giving strategies, we would love to be your partner.
| Partnering with Aspen Community Foundation
If your client already has a fund at Aspen Community Foundation or is interested in establishing a fund, these quick links can help. As always, we encourage you to contact our Philanthropic Services Team for a conversation about your client’s goals and needs.
Partner with us to find the giving strategy that works for your client.
Explore how ACF can help you connect your clients’ passions with their philanthropy.
Establish a fund for your clients’ family, business, or in the name of someone they want to honor.
Help your client leave a legacy of impact.
Find resources for current fund advisors.
Find answers to client’s frequently asked questions.
Download a sample establishing document and see how easy it is to create a fund.
Compare the benefits of establishing a fund at a community foundation as compared to a private foundation.
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- Professional Advisor Testimonial
| The Latest for Professional Advisors
Philanthropy: It’s a marathon, not a sprint
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A happier alternative? Moving from a private foundation to a donor-advised fund
The number of private foundations in the United States is nearing 150,000 with combined assets topping $1 trillion, so it’s...
Generational shifts: Fulfilling clients’ charitable wishes
Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients...
Stephanie Gianneschi
Director of Philanthropic Services
| Interested in partnering with us?
To learn more about how we can work with you and your client, contact Stephanie Gianneschi, Director of Philanthropic Services, at (970) 925-9300 ext. 219 or via email.
