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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
Charitable Funds
Gifts from wills and
revocable living trusts
Life income and other gifts
Expertise to accept a wide
range of assets
Glossary
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Are your clients planning their estates, confronting tax-driven concerns, or engaging their family in philanthropy? We can help make your clients’ charitable giving as easy and effective as possible.
As an IRC 501 (c) (3) public charity, we offer the maximum available tax benefits for charitable giving. And when you suggest giving through the Community Foundation, you are encouraging a philanthropic solution without endorsing a specific charitable cause or organization.
Here are some of the ways we can support you:
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As your partner. Helping you streamline your clients’ giving, thereby maximizing tax advantages and opportunities to contribute a wide range of assets.
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As charitable giving experts. Let us tailor giving plans to meet your clients’ individual needs, whether they are setting up an alternative to a private foundation, a life income plan, or a charitable fund to facilitate their family’s permanent charitable legacy.
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As community experts. We know the priorities and emerging trends in southwest Washington and can ensure that your clients are giving strategically. Through the Foundation, your clients can also grant regionally or nationally. |
Americans are charitable. A large majority of our citizenry gives and, increasingly, we want to do so wisely. We want to maximize our ability to give through careful tax planning, and we want to know that our charitable dollars are working hard for the causes we care about.
Chances are, your clients are giving. We can provide you with the tools and the information to help you help them meet their financial and charitable goals. |
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