Funders to approach for Investments & Wealth Foundation

Greenwood Village, Colorado$140k revenue3 funders on file

The primary role and scope of the Investments & Wealth Foundation will be to convey scholarships and tuition assistance to qualified individuals who can demonstrate financial need and are from continued on schedule ounderrepresented populations related to gender, race, ethnicity, age, sexual preference, to underwrite the costs of cima, cpwa and rma certification. Accelerate career advancement of target professionals who are currently underrepresented in the profession, thereby fostering sustainable diversity within the financial advisor…

Your prospects by chance and grant size

a funder to approach

$18k, your typical grantunder 1 in 1001 in 100$3k$10k$30k$100k$300kChance of a first grant within two years →Likely grant for you →

Chance of any first grant2 in 10in the next two years, expected value $8k

Last two years (2023–24)$0from 0 new funders

Half the value is in your top 11 funders, of 149

FunderWay inChanceLikely grant

1The Colorado Health FoundationGives in Colorado (886 of 1045)Similar grantees: Philanthropy Colorado ($260k/yr), Metropolitan State University of Denver Foundation Inc ($200k/yr), The Denver Foundation ($1.3M/yr)1 in 93$14k
2Daniels FundGives in Colorado (393 of 773)Similar grantees: Philanthropy Colorado ($8k/yr), Metropolitan State University of Denver Foundation Inc ($39k/yr), Colorado State University Foundation ($170k/yr)under 1 in 100$31k
3Rose Community FoundationGives in Colorado (599 of 944)Similar grantees: Philanthropy Colorado ($13k/yr), Metropolitan State University of Denver Foundation Inc ($100k/yr), The Denver Foundation ($36k/yr)under 1 in 100$19k

146 more funders on the list for Investments & Wealth Foundation

The full ranking, every way in, an approach plan for each funder and the CSV are included from the $75 plan up.

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