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Karri Matau

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President & CEO

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Financial Advisors

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We know nonprofits, you know investments

Although the Foundation is a public charity, it does not promote one charitable cause. Instead, its mission is to build and hold endowments and other charitable funds to provide for our community’s changing needs. We pride ourselves on providing simple solutions to help your client achieve their charitable goals.

Youth art program at the Denney Juvenile Detention Center in Everett.
Greater Everett Community Foundation

Learn About Our

Investment Management Program

Overview

You may also retain investment of your client’s assets through our Independent Investment Management (IIM) program. This allows your clients to retain their pre-existing relationship with you, their trusted advisor. IIM offers a seamless way to transfer assets into a donor-advised fund without changing the investment manager. 

Contact CEO Karri Matau to learn more, karri@cf-sc.org.

Key Features

  • The donor’s financial advisor is approved by the foundation’s investment committee.
  • The advisor manages investments according to the foundation’s overall investment policy statement (IPS).
  • Investment fees are paid from the fund, and the advisor sets their own fee. The Community Foundation charges up to a 1% fee for grantmaking, due diligence and the required financial reporting.
  • The minimum fund size for an IIM fund is $250,000.

PRINTABLE Brochure

Ready to learn more about client-centered philanthropy and share this knowledge with your clients? Print this valuable resource and share with your team and clients!

Client Centered Philanthropy

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How the Foundation can help your client

Do you have clients who care deeply about charitable causes?

Do they give annually to more than one charity?

Are they interested in leaving a personal legacy?

Are they considering creating a private foundation?

Do they want to stay involved in making charitable gifts?

Do they need maximum tax benefits for their contributions?

Our knowledge and relationships in the local nonprofit sector run deep. Together we can work toward a plan that fits your clients’ goals.

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Needs of a community change over time

One hundred years ago Snohomish County was a timber and agricultural community. Today, community leaders dream of a robust economy, increased job opportunities and access to food, clothing and shelter for all our families. We understand local issues, value local leaders, and we know how to bring different segments of the community together to solve problems. Whatever the scope of your client’s charitable legacy, we are here to see it through.

When Legacy is Important

Our strong record of financial stewardship assures your clients that their charitable agenda will be met now and for generations to come. The Community Foundation has been serving Snohomish County since 2001 and we are guided by a strong volunteer Board of Directors, chosen for their commitment to philanthropy and knowledge of community issues.

The “model” is extremely cost efficient

As a public charity the Community Foundation offers the highest level of tax benefit available to donors. A fund with the Community Foundation pays no tax on investment income and is covered under the Foundation’s Tax Return (Form 990) and annual audit. Management fees range from 1.5 – 2% depending on the type of fund.