For Professional Advisors

Is your client thinking about making a charitable gift?

With your smart planning you can help them make a gift that will benefit the causes they care about for years to come.

We consider attorneys, accountants, financial planners, insurance agents and other professionals to be our valued partners in charitable giving. This section of our web site has information on making a charitable gift, and tools to help you ensure that your clients receive the full benefit of their contributions while supporting the charities of their choice.

We want to partner with you.

Developing a charitable plan that takes into account your client’s financial and charitable needs is no small task. We offer many giving vehicles, which can provide specific tax benefits to your clients and help them achieve financial, personal, and business goals.

Recommended Language for Bequests and Testamentary Gifts
Donors wishing to designate a gift to the Longmont Community Foundation in their will or trust should use the following language:
“I wish to give (choose the appropriate statement) [A SPECIFIC DOLLAR AMOUNT] or [A PERCENTAGE OF THE ESTATE] or [A SPECIFIC NUMBER OF SHARES OF A SPECIFIC SECURITY] to The Longmont Community Foundation, 636 Coffman Street, Suite 203, Longmont CO  80501.  TAX ID NUMBER 46-3894713.  Attention: Executive Director

Advisor LCF Fact Sheet