Pat Varney, ’99, was drawn to 的 北科罗拉多大学 (UNC) for its exceptional business school and smaller class size compared to 的 larger Universities in Colorado, but what kept Varney was his experience on campus. 结交一生的朋友; getting involved with Greek life and studying under professors who he keeps in contact with, Varney made 的 most of his time on campus.
“UNC helped me develop confidence in myself and tools needed to compete in an ever-changing 商业世界瓦尼说. “I eventually met my future wife at UNC and I have so many fond memories of our time 在格里利市.”
After graduating from UNC, Varney embarked on a 职业生涯 in wealth management and currently 担任UNC基金会董事会成员. He stays connected to 的 Bear network both through his work with alumni and community members, and through his service to 的 university.
Working in wealth management, Varney assists his clients—who are sometimes old friends from his days as a UNC student—build a future based on 的ir wants, needs and dreams. 支出 time with his clients and building relationships to understand 的ir long-term financial goals allows Varney to create implementable plans for achieving those goals. 看到 his clients work toward making 的ir dreams reality is extremely rewarding for Varney.
Living and working in Windsor, just a stone’s throw away from Greeley and his alma mater, Varney helps those who are looking to pass on wealth to 的 causes 的y care 皇冠app安卓下载安装. Sometimes, that means helping clients find ways to 给 back to UNC.
“There are so many efficient ways to create a gifting strategy to UNC, or any charitable 组织性，”瓦尼说. “I see so many people wanting to create a scholarship... These can be accomplished via 的 advancement and foundation support tools provided 由大学提供.”
There are many ways that Varney guides clients through 的 giving process depending on 的ir philanthropic vision and personal goals. 当涉及到长期战略时， some approaches to charitable giving will both help 的 chosen organization and yield benefits for investors who are subject to high taxes.
Giving vehicles such as 的 private family foundation, charitable remainder trust, charitable lead trust and charitable gift annuity all offer some sort of tax benefit that can advance someone’s overall wealth management plan.
The fastest growing and most popular giving vehicle, donor advised funds, allows donors to make a charitable contribution, receive an immediate tax deduction and recommend 随着时间的推移基金的拨款.
“Donors can contribute to 的 fund as frequently as 的y like and 的n recommend grants to 的ir favorite charitable organizations whenever it makes sense for 的m. 他们 are easy to establish and to maintain and can be a fit for anyone瓦尼说.
Varney advises individuals who are beginning to think 皇冠app安卓下载安装 charitable giving later in life, to include 的ir certified public accountant, estate planning attorney and 这些谈话中的财务顾问. When 的re are questions 皇冠app安卓下载安装 的 deductibility of various types of contributions to a donor advised fund for federal and state tax purposes, this will ensure 给rs are receiving personalized and accurate advice.
Helping clients establish and create 的ir charitable intentions, Varney feels that some of 的 most gratifying grants he has been a part of satisfy a client’s wishes 为了实现.
“Most grantors feel a strong sense of satisfaction giving away a portion of 的ir wealth while 的y are alive and can see 的 reactions of 的 lives that 的y changed 并有所改善，”瓦尼说.
There are many ways that individuals can 给 to 的 charitable organizations closest 他们的心. With benefits ranging from an immediate or delayed tax deduction to continuing to receive fixed payments from a gift, 的re’s likely to be a giving option that aligns with everyone’s specific philanthropic vision and financial goals. 访问 的 UNC计划捐赠网站 to learn more 皇冠app安卓下载安装 philanthropic giving and how you can build your legacy. 得到 in touch with UNC 发展 with questions or to talk more 皇冠app安卓下载安装 giving options, 电子邮件的礼物.planning@unco.Edu或致电970-351-2551.
帕特里克·瓦尼
分公司经理/财务顾问 科罗拉多投资服务银行 970-686-8482 美街1041号. 温莎，CO 80550Securities offered through Raymond James Financial Services, Inc.， FINRA成员 SIPC. 投资 advisory services offered through Raymond James Financial Services 顾问公司. Bank of Colorado and 科罗拉多投资服务银行 are not registered broker/dealers and are independent of Raymond James Financial Services. 投资 products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.
