The Community Foundation can help you find solutions to your clients’ charitable and estate planning needs. To learn more about these and other services, contact Sarah Nevue, Vice President of Development at 360.694.2550 or by using our Contact Us Online form.
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Alternatives to a Private Foundation. A Donor Advised Fund or a Supporting Organization may provide tax advantages not available to private foundations. Plus, we take care of the administration, allowing your clients to focus on their ultimate goal: the joy of giving. Download a chart comparing four approaches to giving:
 Four Approaches to Giving
For instructions on how to download PDF file links, please click here.
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Sample Documents. Download our sample bequest language and Letter of Intent to direct a bequest.
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Transfers of Securities. Instructions for transferring your clients’ publically-traded securities quickly and efficiently.
Securities and Cash Delivery Instructions
Stock Transfer Letter
CFSWW Tax and Financial Status
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Free Deferred Gift Illustrations. Request confidential illustrations customized to the unique circumstances of your clients.
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Expertise on a Wide Range of Assets. We have the expertise to facilitate even the most complex gift arrangements. Consider these asset options and discover the tax advantages.
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Year-End Gifting Ideas. A convenient summary of gifting ideas that can significantly reduce your clients’ income taxes while making a meaningful contribution to the causes they care about.
Year End Gifting Ideas
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Trusteeship of Charitable Remainder and Lead Trusts. We can serve in this capacity if requested.
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Personalized Consulting. We can help you and/or your clients meet current and future financial and charitable goals. We are here to help. Just ask.
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On-site Presentations. We can keep your firm apprised of the latest charitable giving strategies and help you uncover opportunities that will save your clients money. We are also happy to meet with you one-on-one.
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The Advisor. Stay informed about news and trends in charitable giving with our professional advisor newsletter. Sign up for a complimentary subscription.
The Advisor July 2010
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The Advisor January 2010
The Advisor October 2009
The Advisor April 2009
The Advisor January 2009
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