Example #1

Jim and Jane Smith want to support local arts and education programs and the ABC Nonprofit which is located in their community.

Option #1

The family has $65,000 in proceeds from an inheritance. The Community Foundation staff helps them create two funds to accomplish their goals:

Option #2

Jim and Jane Smith would like to support their community in their estate planning. Once they pass away, 75 percent of the estate will go to their three children and 25 percent will go to the Community Foundation of Snohomish County to be used for the charitable purposes spelled out in the Smith Family Fund agreement.

These are just two of the many options possible in this scenario.

Foundation staff can work with you to customize your giving plans. Contact Angelique Leone at Angelique@cf-sc.org or call (425) 212-4056 to learn more.