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, Suite 725, Denver, CO 80203
Phone Number: 303-541-1229

See the Benefits Today
Provide your clients with a free, no-obligation illustration of their gifts to CU with our Gift Illustrator tool. Instantly calculate deductions, tax savings and other benefits for multiple gift types.

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

Peggy K. GardnerPeggy K. Gardner
Gardner Law, P.C.
2 N. Cascade Avenue, Suite 1020
Colorado Springs, Colorado 80903

J. Dave HunterJ. Dave Hunter
Financial Designs Ltd.
1775 Sherman Street, Suite 1800
Denver, CO 80203

Gary S. KringGary S. Kring
The Schramm Foundation
800 Grant Street #330
Denver, CO 80203

Jonathan C. LorenzJonathan C. Lorenz
915 E. Westglow Lane
Greenwood Village, CO 80121

Kevin D. MillardKevin D. Millard
Wade Ash Woods Hill & Farley, P.C.
4500 Cherry Creek Dr. S., Suite 600
Denver, CO 80246-1500

Robert F. Phelps, Jr.Robert F. Phelps, Jr.
J.P. Morgan
370 17th St., Ste 3200
Denver, CO 80202-1370

Carol WarnickCarol Warnick
Holland & Hart
555 17th St., Ste 3200
Denver, CO 80202-3921

Jeffrey S. WatkinsJeffrey S. Watkins
7979 E. Tufts Avenue #400
Denver, CO 80237

Samantha M. WhiteSamantha M. White
1801 California Street, Suite 4400
Denver, CO 80202-2662

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