Key Advantages for your Client

SIMPLE – Funds are created with a two-page template. A fund can be established with $25,000 or with $5,000 a year for five years. The Foundation handles the investments, the IRS reporting, the audit and continuing compliance with changing federal laws.

PERMANENT – 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.

FLEXIBLE – The 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. Whatever the scope of your client’s charitable legacy, we are here to see it through today and into the future.

EFFICIENT – The community foundation “model” is extremely cost efficient for your clients. As a public charity the Foundation offers the highest level of tax benefit available to donors. Management fees range from 1.5 – 2% depending on the type of fund selected.

SECURE – Trust is earned. The core values of the Foundation center on confidentiality and accountability to our donors. If your client is dealing with a difficult family situation regarding future charitable giving, we can assume the role of intermediary, carrying out his or her wishes in perpetuity.