The Boulder Legacy Group at Morgan Stanley

SPAN is an organization dedicated to ending violence against adults, youth and children through support, advocacy, education and community engagement. As part of our commitment to community involvement, we provided essential items including personal hygiene products, baby diapers, blankets and towels to help meet the basic needs of individuals and families served by SPAN. We are proud to contribute to an organization making a meaningful impact in creating safer and more supportive communities.

The minute we walked out of There With Care in October 2024, we made it a priority to return! There With Care, a local non-profit organization, provides essential items to approximately 1,000 families per year in Colorado who are caring for critically ill children. This help allows families to focus on the most important goal: their child's well-being during challenging times!

There With Care delivers not only a high level of care, comfort, and compassion, but also, through donations from community members, delivers practical items that help make day-to-day living less stressful.

In April 2025, we returned to There With Care. Below are some of the items we provided—infant care items, car seats, easy-prep meals, restaurant gift cards, cleaning supplies. Although we will not know the recipient families, we hope they know that we are there with care as well.

Our Team values family, and we are committed to the well-being of our clients' families and the families in our community.

In October, we visited There With Care, an organization providing essential support to families with children facing critical illness. Our donations of food, gift cards, newborn care items, car seats, and toys help ease the stresses that families encounter when caring for an ill child.

The Boulder, Colorado, office of There With Care serves approximately 1000 families a year, providing assistance with:

• Patient and Family Essentials – Assists with basic needs of family members by providing clothing, strollers and cribs, activity bags, books, toys and games, toiletry items, and access to both family and individual counseling.
• Housing Stability – Assists with a family's household so it is clean and safe for their child's return home; provides cleaning products and other household supplies.
• Transportation - Assists the family with reliable transportation to and from treatments, school, and activities, visits with their child at the hospital if inpatient, and maintaining their vehicle for travel.
• Food Security – Helps ensure a family's access to warm, nutritious, and easily prepared meals with grocery deliveries, Easy Meal Care Bags, and restaurant gift cards.

We made another visit in April 2024 to our furry friends at the Longmont Humane Society with much needed supplies of pet food, bedding, paper towels, chew toys, cleaning supplies, and office supplies. Flapjack, Meatball, and Beefus (some of the shelter dogs) greeted us with barks of enthusiasm, while Maisie and Plato (a couple of the cats) remained pretty stoic. Our Guinea Pig friends Krumb and Sparrow were napping at the time.
The Longmont Humane Society has been housing and caring for abandoned, surrendered, and non-housed pets since 1972. The center cares for more than 4,000 animals yearly, and over 98% of these animals are adopted into their "fur-ever" homes. We are happy to help support this organization and to know that we are part of providing care for these animals.

Rob McAllister Sr helped ensure a special 2023 Christmas holiday for an entire family! He volunteered to shop for the family's holiday wish list and wrap the gifts for them. The family was one of many selected from Crawford Elementary School in Aurora, Colorado, whose student body represents more than 33 different countries!

The Boulder Legacy Group made a special delivery in November to our local food bank "Community Food Share," which serves both Boulder and Broomfield counties in Colorado. We want to help families and agencies serving these counties have access to nutritious meals. The Community Food Share has been collecting and distributing food to help fight hunger for over 40 years. They have both on-site food distribution and a Mobile Pantry Truck to deliver foods when transportation is an issue. Community Food Share distributes more than 10 million pounds a year to agencies, families, seniors, and individuals. Our food delivery weighed 267 pounds, and we are happy to have made a difference for families in our community!

There's more to charitable giving than you may realize. Here's one method that may be tax-efficient and can help maximize your impact.

• Donations to a donor advised fund (DAF) are eligible for a US federal income tax deduction and, once invested, can potentially grow, tax-free.
• Donating to a DAF may be useful in years when you are seeking a charitable deduction but want more time to finalize a giving strategy.
• Certain DAFs may allow you to donate complex assets, including cryptocurrency, shares of privately held companies, real estate, art or automobiles.