Whether you have a complex financial situation or simply have retirement accounts, everyone can prepare for a significant and lasting impact after their lifetime. Our fundholders have a unique advantage as they go through the giving process: the expertise — and certification — of Rachel Spory-Leek, planned giving officer at The Denver Foundation.
Spory-Leek is a Certified Specialist in Planned Giving, a designation only offered through The American Institute for Philanthropic Studies. This is a one-of-a-kind program that has been overwhelmingly successful since its debut in 1994. The certification complements Spory-Leek’s nearly 10 years of expertise and her passion for helping donors ensure their philanthropic legacies beyond their lifetimes
“These are complex gifts, but they don’t have to be complicated,” said Spory-Leek. “By partnering with us, we absorb some of the complexities to make it as smooth as we can for the donor.”
“These are complex gifts, but they don’t have to be complicated. By partnering with us, we absorb some of the complexities to make it as smooth as we can for the donor.” - Rachel Spory-Leek
Spory-Leek explains, “If you were to set up a trust, someone needs to make sure the funds go where they need to go every year. If you set it up with The Denver Foundation, we will do that without you or your children having to worry.”
Spory-Leek can also advise on the wide array of philanthropic tools available to help donors manage all types of assets.
“There’s a whole world of complex noncash assets, which is one of my specialties,” she said. “I can help you make the most of your real estate, great-grandma’s jewelry, family art collections, or a presale gift of the family business.”
Whether you’re interested in donor-advised funds, field-of-interest funds, scholarship funds, or a combination, Spory-Leek can help you find creative ways to give back.
If you would like to access this unique offering for your planned giving, please contact Rachel Spory-Leek at rsleek@denverfoundation.org.