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Are you an estate planning attorney, CPA, financial planner, or other professional advisor? We can help you realize your clients’ philanthropic vision. 
Your source for expert advice on all types of assets, securities transfers, trusteeship, year-end gift ideas, and more.
What do most professional advisors want to know about us? Here are responses to common questions.
Glossary
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Make sure you weigh all of the options. A Donor Advised Fund could provide more tax incentives, while retaining most of the same benefits as a foundation.
Through our Partnership Policy, you can retain management of your client’s assets contributed to the Community Foundation for Southwest Washington.
We are proud to recognize professional advisors who refer clients to the Community Foundation for Southwest Washington.
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