Plan
The Community Foundation provides charitable resources and tools for you, and personalized options for your clients that help them meet charitable, legacy, and financial goals while increasing diverse and equitable philanthropy in our community. Although the Foundation is a public charity, it does not promote one charitable cause. Instead, we help donors build and hold endowments to provide for Snohomish County’s changing needs.
FREE Resources That Help You Meet Your Clients’ Estate Planning, Tax Savings, and Charitable Goals.
- Do you have clients who care deeply about charitable causes?
- Do they give annually to more than one charity?
- Do they need maximum tax benefits for their contributions?
Helping Clients Apply a Social & Racial Justice Framework to Estate Planning
- Starting the Conversation: Resources & Options for Advisors & Clients Estate Planning Using A Social & Racial Justice Framework Resources
- Supporting Racial Justice Through Estate Planning Charitable Options for Clients
- Presentation / Webinar for client and advisor groups and estate planning councils summary
- For additional information or to learn about webinars and presentation opportunities, please contact elena@cf-sc.org.
Materials and Resources For:
CFSC’s Podcast “Looking Forward. Giving Back.”
This podcast provides charitable resources and tools to professional advisors and personalized options to their clients that help meet charitable, legacy, and financial goals while increasing diverse and equitable philanthropy in our community. Listen to the entire series here, or click play below to listen to the latest episode.
The Client Conversation
Watch attorney Sarah Duncan, financial manager Michelle Mathieu, and CPA Pamela Yi share how they discuss philanthropy with clients.
For more information please contact Elena at Elena@cf-sc.org.
TAX ID/EIN # 94-3188703