Ways To Give
We offer a broad range of funds and can help you design a strategy that is tailored to your client’s situation. Fund can be started with any amount and can build toward an endowment over five years. We can work directly with your client or in partnership with you to establish a charitable fund. You may contact Elena to learn more about the type of fund that will work best.
WAYS TO GIVE NOW…..
- Real estate
- Publicly traded securities, such as stocks, bonds and mutual funds
- Click here for Gift of Securities Instructions
- Personal property and closely held business interests
WAYS TO GIVE LATER….
Planned gifts can be left to start funds for specific nonprofits or causes that were important to your client’s family. There are many ways of making planned gifts:
Bequests. Simply name the Community Foundation of Snohomish County as the residual beneficiary of your estate, or as the recipient of a specific percentage of the estate or dollar amount. Your client may either identify how the funds can be used or we can establish a fund agreement that is followed once the funds are received.
Life income gifts. Your client may provide for the financial needs of your loved ones while achieving his or her philanthropic dreams. With a charitable remainder trust, you can transfer cash gifts or appreciated assets to a trust. This provides income to one or more family members. Upon the beneficiary’s death, the remaining assets become a permanent endowment that supports your client’s charitable goals.