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Advising Conservation Philanthropy
Professional Advisor Resources
Incorporating philanthropy into discussions with your clients can strengthen your client relationships and build client loyalty. It expands the services you provide – those clients that are looking for philanthropic guidance will not need to go further than your office to find it.
The Colorado Conservation Trust is the only resource that can provide you with “one-stop shopping” for answers to conservation-related questions. There are no community foundations in Colorado have conservation expertise on staff. Therefore, CCT chose to fill this need and provides information and guidance to a range of conservation-minded individuals and entities, from local and out-of-state philanthropists to national and community-based foundations to the multitude of professional advisors.
Solutions for your Clients
Clarifying the Complexity of Conservation World
We can help you understand complexity of conservation world:
- the 38 land trusts in our state and what each one is accomplishing
- the different ways to advance conservation
- the different ways to contribute to land conservation efforts
- the ways to leverage your client’s investment
Designing Conservation Philanthropy Strategies
We can help you design a conservation philanthropy strategy for you client:
- goal setting
- program development
- criteria for awarding grants
- administration guidelines
Explaining the Conservation Easement Tax Credit Program
We help advisors understand the conservation tax credit program. We ensure that your clients get matched with quality land conservation projects. Your clients will save thousands on their state taxes Makes advisors look good by saving clients money and making clients feel good about what they are helping to cause happen.
Providing Conservation Real Estate Options
We can explain the conservation real estate options available to your clients:
- how to preserve land
- which organizations fit their needs and goals
- which other advisors (appraisers, lawyers, tax credit brokers, biologists) would be helpful in
- achieving their personal and financial objectives
A Unique approach to conservation
CCT is unique. We collaborate with all conservation groups in Colorado to ensure that land is preserved for future generations. We work directly with local communities to create buffers against sprawl and protect critical wildlife habitat, scenic vistas, healthy river corridors, and working farms and ranches.
We increase the dollars available for conservation by working one-on-one with philanthropists. We help donors explore different opportunities and identify projects that meet their goals. By combining resources from many donors, we are able to design highly leveraged funding opportunities - a donor’s gift can stimulate investments that are 5 to 10 times the size of the original gift and accomplish larger conservation goals than the donor could achieve on his own.
Since its founding, CCT has invested more than 95% of donations directly into conservation projects, giving donors the confidence that their funds are used effectively and efficiently.
Investment Options
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Advising Conservation Philanthropy Links
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