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Endurance Wealth Planning
Home
About
Our Process
Services
Blog
Contact
Client Login
Start Planning New
Home
About
Our Process
Services
Blog
Contact
Client Login
Start Planning New
January 2024 Updates
Shane Callahan 2/12/24 Shane Callahan 2/12/24

January 2024 Updates

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A Guide to Credit Report Reviews in these Sensitive Times
Shane Callahan 12/20/22 Shane Callahan 12/20/22

A Guide to Credit Report Reviews in these Sensitive Times

Free Credit Report Check

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Estate Planning for Families
Shane Callahan 12/19/22 Shane Callahan 12/19/22

Estate Planning for Families

Estate Planning with Children

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Six Question to Ask Your Financial Advisor
Shane Callahan 12/8/22 Shane Callahan 12/8/22

Six Question to Ask Your Financial Advisor

Six Questions to Ask Your Financial Advisor

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November 2022 Economic Update
Shane Callahan 9/13/22 Shane Callahan 9/13/22

November 2022 Economic Update

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July 2022 Economic Update
Shane Callahan 8/10/22 Shane Callahan 8/10/22

July 2022 Economic Update

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June 2022 Economic Update
Shane Callahan 7/26/22 Shane Callahan 7/26/22

June 2022 Economic Update

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Building a Legacy with the Backcountry Area Wilderness Fund

Supporting the Backcountry Wilderness Area helps preserve over 8,000 acres of protected open space, ensuring future generations can explore, learn, and connect with nature right here in our community.

Your donation creates a lasting impact by funding conservation, wildlife protection, and outdoor education programs for local youth and families.

Reasons to Give

Protect local nature and open areas.

Support education that helps kids and families engage with the outdoors.

Build a lasting legacy that reflects your values.

Select Assets to Donate?

You can donate cash, stocks, bonds, and even complex assets such as real estate. Sometimes that best asset to donate will depend on the type of donantion (see next step).

How It Works

Select the Donation Type

Donate directly with cash, or for greater tax benefits, consider a Donor Advised Fund or Qualified Charitable Donation—smart ways to give more while saving on taxes.

The Assets Grow

Your assets will be invested in a portfolio tailored to your desired goals, and over time the investments in your fund will grow and generate additional value…tax-free!

Charities Benefit

Start making a difference by recommending grants to 501(C)(3) Qualified Charities. Create a lasting impact by donating to organizations and causes you are passionate about.

Smarter Ways to Donate to the Backcountry Wilderness 501 (c)(3)

Gifting Stock - Turn Investment Gains Into Lasting Impact

  • Avoid capital gains taxes

  • Receive a full market-value deduction (if you itemize)

  • Increase your impact without reducing cash flow

  • Give more to the causes you love—like Backcountry 501(c)(3)

Donor Advised Funds (DAF)

  • You are in control

  • Immediate tax deduction.

  • Invest and grow your charitable dollars.

  • Flexible, recurring grants to the Fund.

“Giving appreciated stock can be up to 20% more efficient than donating cash.”
— Future Capital Management

What Is a Donor Advised Fund (DAF)?

A Donor Advised Fund (DAF) is like a charitable investment account that gives individuals or families a strategic way to support the causes they care about — like the Backcountry Area Wilderness Fund — while maximizing tax benefits.

Key Features:
Immediate tax deduction: You get the full tax deduction in the year you contribute to the DAF — even if the money is granted out later.
Grow your gift:
Funds in the DAF can be invested and grow tax-free until you decide to grant them.
Flexible giving: You recommend grants to your favorite charities over time — it’s like having your own mini-foundation without the paperwork.

IS A DONOR ADVISED FUND RIGHT FOR YOU

With a Donor-Advised Fund (DAF), you can:

  • Contribute once (cash, stock, or crypto) and take an immediate tax deduction

  • Recommend grants to Backcountry 501(c)(3) or other charities over time

  • Involve your kids in philanthropy and leave a charitable legacy

Common ‘DAF’ Use Cases:

  • Big income year (bonuses, business sale, stock vesting)

  • Retirement transition

  • Long-term giving without the complexity of a private foundation

Name *
Phone *

Thank you!

About Shane

Shane Callahan, CFP®, is a Highlands Ranch resident since 2005, HRCA Finance Committee member, and avid trail user. He helps families reduce taxes and increase impact with charitable strategies like stock donations and Donor-Advised Funds through smart tax planning.

ADV Pt 2A
SPC ADV Brochure Supplement
Form CRS

115 Wilcox Street
Suite 220
Castle Rock, CO 80104

Future Capital Management Incorporated (FCM) is a registered investment advisor in the state of Colorado, Texas and Missouri. Charles Schwab® is not affiliated with Future Capital Management. Past performance is not indicative of future results.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.