»»  Community Foundation of Northern Colorado: Professional Advisors

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  • Lunch and Learn Seminar Series
  • Working with the Community Foundation
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  • Establish a new fund
  • Supporting Organizations
  • Types of Funds
  • Types of Gifts
  • Donor Resources
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  • Sample fund agreements
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  • The Community Foundation of Northern Colorado serves as a valuable resource to local attorneys, CPAs, and financial service professionals.

    • We can help you help your clients make immediate and long-term charitable decisions that will benefit the causes they care about.
    • We can assist your clients with complex giving options, including charitable remainder trusts, gift annuities, estate plans, and gifts of real estate.
    • We partner with local professional advisors to offer seminars that fulfill continuing education requirements (please visit the News page for more information). There's no reason to drive to Denver when you can participate in high-quality seminars at a fraction of the cost, right here at the Community Foundation office.

    Continuing Education Credits

    The Community Foundation hosts a popular Lunch and Learn series for CPAs, attorneys, trust officers, financial planners and insurance representatives. These courses offer continuing education credits. Click here for information on our seminars.

    Professional Partners

    We work hard to maintain the trust and respect of CPAs, attorneys, and financial representatives and are proud of the partnerships we've formed throughout Northern Colorado. The following individuals currently serve on Community Foundation boards and committees.  

    • Denise Bretting, Attorney at Law
    • Constance Dohn, CPA
    • Bill Gunn, Attorney at Law
    • Dr. Rick Johnson, Professor Emeritus, Colorado State University
    • Don Johnson, Attorney at Law
    • C. Jan Lord, Attorney at Law
    • Eric Peterson, Attorney at Law
    • Mark Soukup, CPA
    • Randolph W. Starr, Attorney at Law
    • Mo Heth, Attorney at Law
    • Chris Otto, CPA

    Contact Us

    Click on the links in the right-hand navigation to learn more. Then contact our staff to discuss how the Community Foundation can help you help your clients affect meaningful change through charitable giving.