A Partner in Your Clients’ Giving

Local Knowledge

Give your clients a trusted view of this community.

Knowing Wood River Valley nonprofits is part of our work every day: their vision, leadership, capacity, and impact. Our relationships are direct and ongoing, complemented by a comprehensive, investment-minded assessment process that gives us a deeper understanding of the organizations we recommend.

When your clients want to know which organizations are making a difference in the areas they care about, we can provide informed, local guidance. And while our knowledge runs deepest here in the Valley, their charitable plan can support qualified organizations anywhere.

For clients who want their connection to this place reflected in their long-term giving, Spur can preserve their charitable intent while allowing their philanthropy to evolve with the community—without asking them to predict today which organizations will be best positioned to meet its needs decades from now.

Charitable Funds

Structure that fits your client's intent.

As stewards of dozens of donor advised funds in the Valley, we know what it takes to help a client give with clarity and confidence. A DAF with us, opened now or established through the estate, carries the reach of a private foundation without the administrative burden. For clients weighing a private foundation, we offer simpler alternatives that may provide more favorable tax treatment while reducing cost and administrative load.

To meet the needs and giving styles of our community, Spur offers a range of fund types:

• Donor advised. A flexible alternative to a private foundation, with an ongoing advisory role for your client and any successors.

• Corporate advised. The same benefits of a donor advised fund, for a business client.

• Special purpose. For a client with a defined charitable objective in mind.

• Memorial. Established after a death, so friends and family can pay tribute with tax-deductible gifts.

• Endowed. For a long horizon, generating annual distributions in perpetuity, with optional sunset dates when perpetuity isn’t the intent.

• Legacy. A planned gift that creates lasting support for the causes your client cares about most.

Whichever structure your client chooses, they get consolidated reporting, the option to give anonymously, and a local partner who knows where the money goes.

$52M received · $33M granted locally · 1,738 grants to 128 local and semi-local nonprofits

Grantmaking

Put your client's generosity to work.

While most of our grantmaking is directed by fundholders, we also offer pooled funds for clients who prefer to leave those decisions to Spur.

• The Community Impact Fund goes where the need is greatest. We weigh applications from local nonprofits twice a year against what we know about the landscape.

• Nine Area of Interest Funds let a client name a cause rather than an organization. Your client picks housing. We pick the housing organization. The nine: animal welfare, arts and culture, community development, education, environment, health and human services, housing, nonprofit leadership, and sports and recreation.

Gifts to both are pooled, and we hold the grant decision, making them eligible to receive a Qualified Charitable Distribution during your client’s lifetime, when a donor advised fund cannot.

Assets We Accept

Liquid and standard gifts

• Cash, check, credit card, wire, and ACH

• Publicly traded securities and mutual funds

• Cryptocurrency

• Qualified charitable distributions from IRAs.

  • While a QCD cannot be directed to a donor advised fund, it can support an Area of Interest Fund, or the Community Impact Fund.

Complex and non-cash assets, subject to due diligence

• Real estate

• Business interests

• Closely held securities

• Personal property

• Insurance policies

Estate and legacy gifts

• Testamentary gifts, bequests, and beneficiary designations

• Charitable remainder and lead trusts

• Named endowment funds

All gifts are subject to gift acceptance, fund administration, and investment policies. Complex assets are reviewed case by case, and we're glad to look at one early in your planning.

“I believe Spur is one of the best resources this community has to offer. Their multi-faceted approach - which includes guidance for donors as well as nonprofits - is such an asset, as is their awareness of urgent local priorities.” - Bert Loosmore