Solutions For Your Clients
Whether or not your clients are donors at The Catholic Foundation, have their own private family foundations, or are considering philanthropic strategies for tax or estate planning purposes, we can assist you in helping them clarify and realize their charitable goals.
Consulting services for professional advisors
The Foundation can help you:
- Learn about planned giving options for your clients.
- Locate a specific mission, charitable organization or field of interest for your clients to consider throughout northern Colorado and beyond.
- Create a customized charitable plan - we'll run the numbers for you, including tax deductions and cash flow projections, to illustrate your gift planning presentation to a client.
- Think through intergenerational issues - our philanthropic experts specialize in this type of strategic planning and the challenges that may arise.
- Find like-minded funders for potential collaboration - to increase your clients' impact by leveraging charitable dollars.
Types of advisors we work with include:
- tax attorneys
- financial advisors
- business managers
- estate planners
- accountants
- insurance representatives
- mergers-and-acquisitions specialists
See our Resources for Professional Advisors
Find out how our experienced philanthropic professionals can assist you. For more information, contact Bud Laber at (303) 468-9885, or by email at blaber@thecatholicfoundation.com.
