For Professional Advisors

In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to the University of Colorado. Please use these tools as you help your clients with their charitable plans, and feel free to  contact us for more information or assistance.

Tools for Professional Advisors
Legal name: University of Colorado Foundation
Federal tax ID number: 84-6049811
Date Organization Established: April 19, 1967
Address: 1800 Grant Street, Denver, CO 80203
Phone Number: (303) 541-1229

Gift Illustrator

Partner With Us
We understand that gifts to charities such as CU can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to arrange the best gift possible.

 


CU President’s Gift Planning Advisory Council

Norvell E. BraschNorvell E. Brasch
Trust & Estate Advocates, LLP
2330 Broadway, Suite 103
Denver, Colorado 80205
303-638-2564
Norv@tealaw.com

Larry R. GaddisLarry R. Gaddis
Gaddis, Kin, Herd & Craw, PC
118 S. Wahsatch, Suite 100
Colorado Springs, CO 80903
719-471-3848
lrg@gaddiskinherd.com

J. Dave HunterJ. Dave Hunter
Financial Designs Ltd.
1775 Sherman Street, Suite 1800
Denver, CO 80203
303-948-4050
dhunter@fdltd.com

Gary S. KringGary S. Kring
The Schramm Foundation
800 Grant Street #330
Denver, CO 80203
303-861-8291
kringcpa@gmail.com

Jonathan C. LorenzJonathan C. Lorenz
915 E. Westglow Lane
Greenwood Village, CO 80121
303-818-5417
jonclorenz@gmail.com

Kevin D. MillardKevin D. Millard
Wade Ash Woods Hill & Farley, P.C.
4500 Cherry Creek Dr. S., Suite 600
Denver, CO 80246-1500
303-322-8943
kmillard@wadeash.com

Robert F. Phelps, Jr.Robert F. Phelps, Jr.
J.P. Morgan
370 17th St., Ste 3200
Denver, CO 80202-1370
303-607-7715
robert.phelps@jpmorgan.com

Carol WarnickCarol Warnick
Holland & Hart
555 17th St., Ste 3200
Denver, CO 80202-3921
303-295-8359
cwarnick@hollandhart.com

Jeffrey S. WatkinsJeffrey S. Watkins
EKS&H
7979 E. Tufts Avenue #400
Denver, CO 80237
303-740-9400
JWatkins@eksh.com

Samantha M. WhiteSamantha M. White
BakerHostetler
1801 California Street, Suite 4400
Denver, CO 80202-2662
303-764-4054
swhite@bakerlaw.com

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