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The Denver Foundation Honors Top Professional Advisors with Annual Philanthropic Leadership Awards

Posted On 12/4/2009

The Denver Foundation Honors Top Professional Advisors with Annual Philanthropic Leadership Awards

Denver - The Denver Foundation’s mission is to inspire people and mobilize resources to strengthen the community.  On November 17, the Foundation, inspired by the commitment of hundreds of local professional advisors, honored three: Phil Keenan, Bob Phelps, and Judy Shine, for their outstanding work in helping to further that mission with this year’s Philanthropic Leadership Award.  The event, which was sponsored by Steele Street Bank, had more than 145 area professional advisors in attendance, including former honorees Don Burkhardt, Sherry Kenney, Mary Moser, Bill Schmidt, and David Thomas.

"Professional advisors are key partners with The Denver Foundation," stated Leslie Karotkin, the Foundation’s Manager of Advisor Programs and Senior Philanthropic Planner.  "We are so fortunate to work with so many advisors who are making an impact in this community because they recognize and value the significance of philanthropy." Last year, the Foundation, which is the region’s oldest and largest community foundation, awarded $68 million in grants.  "A very large percentage of that amount was made possible by gifts to the Foundation--most as a result of referrals by professional advisors,” stated David Miller, President of The Denver Foundation.

About the Awardees:

Philip V. Keenan
Phil Keenan is a principal in the law firm of Ambler & Keenan, LLC.  Phil is admitted to practice law before the Supreme Court of the State of Colorado, the United States District Court for the District of Colorado, the 10th Circuit of the United States Court of Appeals, and the United States Supreme Court.  His practice focuses on estate planning, taxation of estates and gifts, probate and trust law, and trust administration. He is also licensed as a Certified Public Accountant (CPA) by the state of Colorado, and is a Certified Financial PlannerTM (CFP®).  A member of the American Academy of Estate Planning Attorneys, Phil is a frequent speaker on various estate planning subjects. 

Robert F. Phelps, Jr.
Robert Phelps, Managing Director, joined JPMorgan in 1991. He is a member of the Colorado Bar Association and American Bar Association, as well as the Denver and Rocky Mountain Estate Planning Councils, Valley Estate Planners and Central Arizona Estate Planning Council. Bob is a member of the Wealth Advisory Team within the JPMorgan Private Bank and frequently speaks to groups on topics related to tax planning, charitable giving, investments, diversification strategies and estate planning.

Judith A. Shine, CFP®
Judy is the founder and president of Shine Investment Advisory Services, Inc., an 8-member financial planning and investment advisory firm that manages over $350 Million. Judy speaks and writes frequently on all aspects of personal financial planning. She has been quoted in numerous national publications and professional journals, including The Wall Street Journal, Barron’s, The New York Times, Business Week, Forbes, Fortune, Worth, Smart Money, US News & World Report, and The Boston Globe.

About The Denver Foundation:
The Denver Foundation is a community foundation dedicated to improving life in Metro Denver through philanthropy, leadership, and strengthening the community. Last year, the Foundation awarded $68 million in grants. The Denver Foundation has three roles: stewarding an endowment to invest in meeting current and future needs for the Metro Denver community; managing over 800 charitable funds on behalf of individuals, families and business; and working with community and philanthropic leaders to address the core challenges that face Metro Denver.  For more information, visit www.denverfoundation.org.

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