If you are advising a client who is considering a planned gift or bequest to the Community Foundation serving Southwest Colorado, we welcome the opportunity to work with you. Please use the resources and tools below and feel free to contact us for further information or confidential assistance. We would enjoy working alongside you in maximizing the strategic investments of your clients now and in the future.

Here is some basic information about our organization:

Legal Name

All charitable gifts should be directed to “Community Foundation serving Southwest Colorado, 765 E. College Drive #1, Durango, CO 81301, a Colorado nonprofit corporation, or its successor, Federal Tax Identification Number: 84-1474900.”

Tax I.D. Number

The Community Foundation serving Southwest Colorado’s Tax ID number is 84-1474900.

Community Foundation serving Southwest Colorado strives to make gift planning as easy as possible for potential donors, and we work diligently to honor the intentions of all Foundation donors. Accordingly, the following may prove helpful:

• Click here for suggested bequest wording.
• Click here for securities transfer instructions.
• Email us for a copy of our gift acceptance policy.

If one of your clients arranges an estate gift for the benefit of the Community Foundation, we would appreciate knowing about the intended gift, both so we can express our gratitude and so we can verify we will be able to fulfill the donor’s wishes.

Of course, we respect the fact that in some cases donors prefer to remain anonymous. If you are willing to serve as an intermediary, your client can share information about his or her plans without divulging his or her identity.

• Click here to learn more about our Legacy Giving Circle.
• Click here for a confidential form that can be used to notify the Community Foundation serving Southwest Colorado that an estate gift has been arranged for the Foundation’s benefit.

Contact us directly if you have any questions, whether you are seeking general information about charitable giving options at the Foundation, considering specific options on behalf of a particular client, or needing our cooperation in the administration of a bequest or other type of planned gift. Southwest Colorado benefits greatly from your work on behalf of your clients, and we appreciate your commitment to our community.

Briggen Wrinkle | Executive Director | director@swcommunityfoundation.org | 970.375.5807