Professional Advisors

Align your clients’ values with their financial plans

Your clients are passionate about giving back – we can help. The Women’s Foundation of Colorado offers giving vehicles that help wealth advisors, estate attorneys, CPAs, and other trusted advisors meet their clients’ goals.

Whether you are organizing a client’s finances, filing their taxes, or preparing their estate plans, professional advisors strive to identify the best tools and vehicles to fulfill their goals. The Women’s Foundation of Colorado is another tool in your toolbox to help your clients fulfill charitable wishes, create a legacy, maximize charitable deductions, and round out their financial planning with strategic philanthropic advising.

“The Women’s Foundation partners with my clients to provide peace of mind that their financial priorities and goals will be respected and achieved during life and after death. WFCO’s outstanding stewardship cannot be understated.” – Julie Groves, Trust & Estate Attorney, Groves Law, LLC

Donor-advised funds

Donor-advised funds at WFCO allow donors to make a charitable contribution to establish the fund, receive an immediate tax benefit, and recommend grants over time to any U.S. nonprofit – there are no restrictions on charitable issue area.

We offer competitive fees, impact investment options, and we are the only community foundation in Colorado to offer a 100% gender-lens investment option, allowing your clients to align their investments with their values. All new funds opened for at least $2,500 receive a $2,500 match, generously provided by the Ruth Ray Hunt Fund, a donor-advised fund held at The Women’s Foundation of Colorado.

Women Will

When your client includes The Women’s Foundation of Colorado in their will or names WFCO as a beneficiary of a life insurance policy or IRA, their generosity will make a difference beyond their lifetime.

With Women Will, WFCO’s planned giving program, we thank and recognize your clients for their plans without dues or obligations.

WFCO is the philanthropic partner for women, men, families & businesses

Our giving vehicles help your clients create the world they want to see for women, girls, and all of us. We invite you to learn more about partnering with The Women’s Foundation of Colorado. Contact Renee Ferrufino, vice president of development, at reneef@wfco.org or 303-285-2969 to request materials or more information.