Latest news with #ColoradoGivesFoundation
Business Journals
16-05-2025
- Business
- Business Journals
Creating philanthropic experiences for your clients builds a stronger Colorado — here's how to do it
Creating meaningful, philanthropic experiences that benefit professional advisors, donors and communities across the state is what drives Colorado Gives Foundation. Known for creating Colorado Gives Day and the foundation serves as a trusted partner in charitable giving, offering tools, expertise and opportunities that help advisors strengthen client relationships and assist donors in achieving impactful legacies. From helping clients give locally to designing customized strategies that maximize tax benefits, the foundation helps advisors bring added value to their services. Local expertise and building stronger communities 'Giving back starts with knowing your community,' said Jeremy Stern, major gifts officer at Colorado Gives Foundation. 'Donors want to trust that their contributions are supporting the causes they care about, and professional advisors want to provide thoughtful strategies for their clients.' Colorado Gives Foundation meets both objectives by combining local expertise with years of experience to help donors make informed decisions. 'The foundation creates personalized, community-based charitable strategies to ensure that donations not only reflect donor passion but also strengthen Colorado's communities,' Stern stated. For professional advisors — including estate attorneys, certified public accountants and financial planners — having access to that local insight is invaluable. 'Working with Colorado Gives Foundation helps advisors become trusted partners in the long-term success of their client's philanthropic goals,' said Stern. Together, donors and advisors create a ripple effect of good, fostering a resilient Colorado for generations to come. Creating a legacy that lasts Many people dream of leaving behind a legacy that reflects their values and support causes close to their hearts. Colorado Gives Foundation makes it easy to turn that vision into reality. Whether through advisor managed funds or forever funds, the foundation helps advisors and donors design personalized giving plans that span generations. 'A forever fund creates a way for people to support their favorite nonprofits far into the future, ensuring their values live on,' said Stern. Legacy planning strengthens bonds with clients by building trust and confidence in guiding clients through meaningful, multi-generational giving strategies. Partners in philanthropy At Colorado Gives Foundation, the mission is simple: to help advisors and donors achieve their charitable goals in ways that make a difference. Whether you're a professional advisor looking to expand your services, or an individual ready to begin your giving journey, the foundation offers expertise, resources and a trusted partnership to guide the way. Start your charitable giving journey today with Colorado Gives Foundation, and create a stronger, more connected Colorado for the future. . Colorado Gives Foundation connects people, ideas and Colorado nonprofits to make good happen. Colorado Gives Foundation is a Jefferson County grant maker, investing millions annually to Jeffco-serving nonprofits committed to ensuring that all of Jeffco is thriving. They also work statewide to build the capacity of nonprofits and donors, nonprofit endowments and donor services.
Business Journals
05-05-2025
- Business
- Business Journals
How Colorado Gives Foundation supports advisors and donors with philanthropic efforts
Nobody knows Colorado nonprofits like Colorado Gives Foundation. As the creators of Colorado Gives Day and they help donors find and discover the charitable organizations they care about most. With longstanding nonprofit partnerships, they understand the evolving needs of local communities and translate that knowledge into streamlined, custom giving solutions for donors. Colorado Gives Foundation partners with financial advisors, estate attorneys, certified public accountants and other professionals by simplifying charitable giving and creating customized solutions that align with philanthropic goals. With a distinct focus on collaboration, the foundation is redefining what it means to give back to Colorado, one legacy at a time. 'We are deeply rooted in Colorado's charitable community. Colorado Gives Foundation offers unparalleled understanding of the organizations and causes that are shaping communities across Colorado,' said Jeremy Stern, major gifts officer at Colorado Gives Foundation. Whether you're a donor or a professional advisor, giving is easy with Colorado Gives Foundation through a variety of services. Professional advisors can focus on strengthening relationships with their clients while the foundation handles the logistics of giving. Donors choose the way they want to make their charitable gifts: Advisor Managed Funds. Retain investment management of your clients' assets, keep your current custodian and have access to all your clients' giving in one place. Donor Advised Funds. Easily manage charitable giving and receive an immediate tax benefit with a personal giving fund. Qualified Charitable Distributions (QCDs). Skip multiple QCD checks. People can donate to several nonprofits on through a single transaction. Forever Fund for a Nonprofit. Make sure nonprofits can continue their work into the future with a legacy gift supporting endowments through wills. 'We recognize time is invaluable for both donors and their professional advisors,' Stern noted. 'Through highly responsive, personalized tools and expertise, we make giving easier than ever.' What sets Colorado Gives Foundation apart from national financial institutions is their personal, Colorado-based approach. Rather than offering one-size-fits-all solutions, the foundation works side by side with donors and advisors to foster meaningful, values-driven conversations around charitable giving. With a pulse on what matters most to Coloradans, Colorado Gives Foundation ensures that every gift supports community needs and creates a legacy of local generosity with a focus on trust and impact. For professionals seeking to elevate their client experience through guided, intentional giving, Colorado Gives Foundation is more than a resource — it's a partner. One that makes giving simple, effective and genuine. To learn more and contact Colorado Gives Foundation for further information, visit Colorado Gives Foundation connects people, ideas and Colorado nonprofits to make good happen. Colorado Gives Foundation is a Jefferson County grant maker, investing millions annually to Jeffco-serving nonprofits committed to ensuring that all of Jeffco is thriving. They also work statewide to build the capacity of nonprofits and donors via
Yahoo
05-02-2025
- Business
- Yahoo
FirstBank Reports Strong Q4 Results and a Record-Setting Colorado Gives Day
The bank continues to 'Give It Forward' through Colorado Gives Day and expanded instant payment offerings LAKEWOOD, Colo., Feb. 05, 2025 (GLOBE NEWSWIRE) -- FirstBank, one of the nation's largest privately held banks with a focus on 'banking for good,' announced its 2024 fourth-quarter summary of the company's holdings and activities. The bank reported the following year-end and quarter-over-quarter results: Net income for 2024 was $226.1 million Total deposits increased by 0.4% in the fourth quarter to $24 billion Net loan balance remained unchanged during Q4 at $16.1 billion Total assets decreased by 0.7% to $27.2 billion from Sept. 30, 2024 to Dec. 31, 2024 In addition to growing both customer relationships and deposits in the fourth quarter, the bank reported over $3 billion in loan originations throughout the 2024 calendar year and recently expanded its instant payment offerings to include the FedNow Service. FirstBank now offers multiple instant payment options that are transmitted instantaneously and are available 24 hours a day, 365 days a year. The bank and Colorado Gives Foundation also helped raise a record-setting $54.6 million for Colorado Gives Day this past December, benefiting more than 4,200 area nonprofits. To promote the online giving movement, FirstBank surprised several deserving individuals, who were encouraged to 'Give It Forward' to their favorite Colorado Gives Day nonprofits. 'We're committed to long-term, sustainable success, and sound financial management,' says Kevin Classen, CEO of FirstBank. 'Our focus on smart, strategic growth not only ensures a stronger financial foundation, it allows us to reinvest in the well-being of our customers, communities, and employees, so everyone can thrive.' As part of FirstBank's commitment to increased affordable housing, the bank financed $23.8 million in Q4 to support Habitat for Humanity of Roaring Fork Valley's efforts to make homeownership more accessible. The loan will help bring nearly 100 deed-restricted, for-sale units to Glenwood Springs. FirstBank closed out 2024 as Colorado's second-largest bank by deposits, capturing over 12% of the state's deposit market share. It was also ranked among Forbes' 'World's Best Banks' and 'Best-in-State-Banks.' About FirstBank FirstBank began providing banking services in 1963. Today, it's known as an industry leader in digital banking. It has grown to be one of the top-performing and largest privately held banks in the United States. FirstBank offers a variety of consumer deposit accounts, home equity loans, mortgages, rental property loans, and a full range of commercial banking services, including business financing, commercial real estate loans, treasury management, and more. Since 2000, FirstBank has been recognized as a top corporate philanthropist, contributing more than $90 million and thousands of volunteer hours to charitable organizations. The company is also unique in that a large portion of its stock is owned by management and employees, giving employees a financial stake in the bank's success through its Employee Stock Ownership Program. For more information, visit Member FDIC. Media ContactChandra in to access your portfolio
