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HELPING YOU SERVE YOUR CLIENTS
CHARITABLE PLANNING TOOLS AND SOLUTIONS
FREQUENTLY ASKED QUESTIONS
CONSIDERING A PRIVATE FOUNDATION?
FOR FINANCIAL ADVISORS
RECOGNIZING OUR CHARITABLE PARTNERS
How to open a fund
Estate gifts: advantages
of working with us
Gifts from wills and
revocable living trusts
Life income and other gifts
Glossary
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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 Richard Melching, President of the Community Foundation for Southwest Washington, 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
Securities Transfer Letter
CFSWW Tax and Financial Status
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Free 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 Gift 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 Gift 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. We also have access to, and consultation with PG Calc, experts in diverse
planned giving administration
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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 e-Advisor. Stay informed about news and trends in charitable giving with our professional advisor newsletter. Sign up for a complimentary subscription.
The Advisor October 2011
The Advisor July 2011
The Advisor January 2011
The Advisor October 2010
The Advisor July 2010
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