Hours of Operation: Mon - Fri 8:00am - 8:00pm

Fund Stewardship

Since inception in 1965, the Colorado Historical Foundation has been a trusted steward of funds supporting a variety of history and preservation programs. The Foundation works with individuals, families, nonprofits, public, and commercial to establish and manage funds designated to preserving and celebrating Colorado's history.


Our professional staff, Finance Committee and Board of Trustees work with an established investment firm to shepherd our funds.

Bank

Endowments

Endowments are for long-term or perpetual investment in a cause. In general, annual disbursements are made possible by investment earnings. The original donated amount, or "corpus," establishes a baseline that must be maintained in order for disbursements to be made. 2018 Endowment distributions equated to 5% of rolling account balances. 

One-Time Projects or Campaigns

The Foundation also holds donor and grant restricted funds for short term projects, available to draw upon as needed to support a specified organization or cause. Unlike an endowment, the entire fund may be drawn and the account closed once the project is complete.

Custodial Funds and Trusts

Sometimes an organization with a history-related mission may need support in holding and managing funds. We can manage the banking, receivables, disbursement requests, and related reporting.

Charitable Gifts

As a 501(c) 3 charitable organization with professional oversight and investments, we can receive cash, stock, mutual funds, annuities, and sometimes real property to benefit a donor's designated benefactor or cause in line with our mission. 

To learn more about the funds we hold and our fund policies, to make a donation, or establish a new fund, please contact Executive Director Cathy Rosset 303.894.2503