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The Circle Fund



At our client Backyard Bash on September 10, we gave away $40,000 to ten local nonprofits!  We combined two quarters worth of Circle Fund to make this a very special event for our clients and the organizations. Check out the recipients: 

Colorado Discover Ability received $18,000, Colorado West Land Trust received $7,500, and Roice-Hurst Humane Society received $7,500. Child and Migrant Services, Eureka McConnell Science Museum, Gateway-Unaweep Fire Protection District, Grand Mesa Nordic Council, Mesa County 4-H Foundation, Palisade High School Choir, and The Grand Valley Resettlement Program all received $1000 each. Click images below for more info on each of the organizations!

Check out interviews with our past Circle Fund recipients on our YouTube page.


The Goal:
To be able to give back significantly from our earnings, right here in our own community, and really be able to make a difference.

Since the inception of our Circle Fund and our first event in June of 2019, we have given a total of $248,500 to our Circle Fund Recipients, so that they can continue their mission (please see recipients below).

The idea for the Circle Fund germinated while I was out on my daily hikes and trail runs, while listening to podcasts. One of my favorite shows is How I Built This with Guy Raz. In particular, I loved the episode about the founder of Toms Shoes, and how he found the right formula for combining a for-profit business model with a strong element of giving back to those in need. I kept thinking about ways we could do this. I know of agents who vow to contribute $25 or $50 per closing to their favorite charity.  I also know of many organizations to which we could contribute, such as a group that helps build homes in South America, that encourages agents to donate a set amount from every commission. I wanted to do more. Agents take a lot of risk, and therefore we are paid well for handling the sale of such a large asset.

As I hiked, I thought, and ruminated, and got excited about the possibilities. And it came to me that we could involve our clients in deciding where our funds would go. It started to take form. Thanks to The Giving Club for their inspiration! I decided to take it to my team and let them know what I had been thinking about. 


Not surprisingly, because I have the best team on the planet, they all said “We have to do this!!” So we set out on a course to make it happen. We decided as a team that we would collect 2% of every commission check and put it in a fund, to be distributed to local non-profits every quarter. We started our own brokerage firm so that we could save the money that we were paying to work at a large firm, and so that we could cook our idea into our business model without having to ask anyone else or pay anyone else. We are 100% independent and Grand Valley focused.


So every quarter we invite our treasured clients and friends to an appreciation party, and they get to nominate and vote on the spot for their favorite local  non-profit organization. For our first event, we gave the entire amount to one organization, but as our team grew and our sales grew, we had more money to give, and so decided to give one large check and two small checks, to the top 3 vote-getters. It is such an incredible privilege to be able to give back in such a way, and I can’t tell you how much fun we have doing it! We have actually had some of our clients and friends contribute more to the organizations to which we are giving, on top of our Circle Fund donation. We have the best clients!!!


We don’t think that you should hire us because we give money back to the community. We think you should hire us because we are the best at what we do, which is help people with their real estate needs in Western Colorado, whether buying or selling. But we think you might care that we care.  We care about our community and the people who live here. We open doors. We create connections. We build community. Join our movement with The Circle Fund.




Click images below to find out more about these great Grand Valley non-profits!



$12,000 Recipient - January 2021

Please note that any organizations that have previously received The Circle Fund grand prize are not eligible for nomination for two years after winning.