As we reflect on the year that is coming to a close, we are struck by just how many wonderful attorneys, CPAs & accountants, financial advisors, bankers, Trust Officers, and REALTOR® we’ve worked with in 2025. Thank you! The entire staff at the NoCo Foundation appreciates every call, every email, and every meeting where we can help you serve your philanthropic clients. 

As always, we are happy to share what’s trending in the world of charitable giving. We keep a close eye on developments impacting charitable giving in the Northern and Northeastern communities of Colorado and, in turn, relay that information to you, which saves you time as you keep up with everything else related to your clients’ tax, financial, and estate planning matters. 

Here’s what’s trending: 

  • It’s down to the wire! By now, you’re of course aware that 2025 is a crucial year to act on charitable planning before changes in the tax laws take effect in 2026, especially for clients who itemize deductions. Take advantage of the remaining window of opportunity to advise your clients and lean on the NoCo Foundation to help set up donor advised funds and other charitable giving structures. 
  • As families gather around the holidays, keep in mind that it’s a good time to suggest that your clients consider multi-generational family philanthropy strategies. Relationships are key to advisors’ retaining children and grandchildren as clients when parents pass away. The NoCo Foundation can help you incorporate charitable giving as a thread to connect generations and preserve long-term relationships. 
  • Sadly, an uptick in incapacity and undue influence disputes is making it even more important to document clients’ charitable intentions while you’re also documenting estate and financial plans. The NoCo Foundation is happy to share concrete suggestions for ways to record intent across wills, trusts, beneficiary designations, and incapacity instructions to reduce ambiguity and conflict related to clients’ philanthropic priorities. 

As always, we are grateful for the opportunity to work together! Enjoy the holidays and thank you for all you do for our community.