A Partner to Professional Advisors
As the only community foundation in the Wood River Valley, Spur is positioned to help professional advisors assist their clients with achieving their charitable goals while maximizing tax benefits.
Estate planners and wealth advisors find that Spur offers flexible, cost-efficient solutions to their clients current and long-term objectives. For clients who want their love of the Wood River Valley reflected in their long-term giving plans, Spur can help them achieve their desired impact without having to crystal ball today which nonprofits will be the right beneficiaries in the future. Our services include offering alternatives to private foundations, establishing donor advised funds, facilitating anonymous giving, setting up memorial funds, fulfilling the intent of planned gifts, and providing convenient ways to support an area of interest.
Our deep knowledge of and relationships within the philanthropic community, along with our track record as a trusted, confidential advisor to individual donors, make Spur a great resource to help realize the charitable giving objectives of your clients.
For more information or to schedule a consultation, please contact us.