Agency (Nonprofit) Funds

Why work with us?

Our experience and professional networks throughout Colorado are unmatched. Managing more than $1.2 billion in total assets, we are a trusted partner for large and small organizations. We currently manage more than 100 agency funds, ranging from $25,000 to $8 million. We support nonprofits in Metro Denver and beyond.

How does it work?

First, we’ll talk! Our goal is to work with each organization to determine if and what type of fund management is a good fit for your organization’s financial sustainability goals. We help you to select the investment pool option that best matches your organization’s goals and values. Another key decision point in the process will be your annual spending rate percentage. Our team is here to guide you through that selection to achieve an annual distribution suitable for your organization. Each year, you will have the option to receive an annual distribution payment from the fund to help meet current budget needs or to reinvest the distribution in your fund to support long-term financial goals. Need some best practices or guidance along the way? Let’s talk.

What are the other benefits?

• Access to sophisticated investment services and diversification through pooled investing.

• The ability to accept complex gifts such as appreciated stock, real estate, trusts, virtual currency, and annuities.

• Assistance with planned giving and other strategies to grow your fund over time.

• All administrative and accounting services including quarterly fund reporting and donor acknowledgment.

• Endowment funds that remain an asset on the balance sheet of the nonprofit.

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