The Community Foundation provides charitable resources and tools for you, and personalized options for your clients. We help you meet your clients’ 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.
Plan
Quick
Resources
Do you have clients who care about their community?
Do they give annually to more than one charity?
Could they benefit from the tax savings from charitable donations to a local nonprofit? Check out new tax-friendly options for clients in the 2023 SECURE Act 2.0.
Download our brochure for client options or visit the Accountants, Attorneys or Financial Advisors pages for free resources and tools.
Join the
conversation!
Looking Forward. Giving Back. is a podcast that provides charitable resources and tools to professional advisors and personalized options to their clients. Through interviews with attorneys, accountants, and financial advisors, we explore how to help clients meet charitable, legacy, and financial goals while increasing diverse and equitable philanthropy in our community.
Talking to clients about charitable giving
How do professional advisors talk to clients about charitable giving?
Check out the following videos to hear from advisors and clients who are working directly with the Community Foundation of Snohomish County. To start the conversation with your clients.
Community Foundation of Snohomish County Funds
What is a charitable fund and how can the CFSC help me create one focused on my personal planning goals?
The client conversation
How do advisors start conversations with clients about the benefits of charitable giving? What is it like working with the CFSC as a financial advisor, attorney, or accountant?
Partnering with the community foundation – for attorneys and their clients
What do estate planning attorneys and their clients say about the CFSC? How do we help them meet estate planning and legacy goals?
Partnering with the Community Foundation – For Financial Advisors and Their Clients
What do financial advisors and their clients say about working with the CFSC? How do we help them meet current and future financial, tax, and charitable goals?
When you work with the Community Foundation, you can support the charitable causes you care about when and how you want. Whether you create a charitable fund during your lifetime or choose to give through your will, trust or another deferred gift, we will help you design a strategy that is tailored to your charitable interests as well as your financial needs.
GIVE NOW…
GIVE LATER…
GIVE NOW…
- Start a fund with as little as $5,000 and begin making grants immediately to the charities you love. Build your endowed fund to a minimum of $25,000 within 5 years and see your gifts make lasting impact in your community for generations to come.
- Receive immediate tax savings through gifts of cash, stock, real estate and a variety of other assets.
- Decide over time where to give with a community foundation donor advised fund. Compare other approaches to giving.
- Make gifts to a specific charity year after year by creating a designated fund. A great alternative to a lump sum donation.
- Support nonprofits working in a specific area of interest. Make a tax deductible donation to one of our Community Impact Funds
GIVE LATER…
- Leave a bequest by naming a charity as a beneficiary in your will. Bequest language.
- Create a charitable fund and support a favorite charity or charities with grants made from your fund after you are gone.
- Name one of our Community Impact Funds in your will and support local nonprofits working in a specific field of interest.
- Change the beneficiary designation on a retirement account or life insurance policy to your favorite charity.
- Want to leave an inheritance to your kids too? You can do both. Designate that just a % of your estate or the remainder will go to charity.
For additional information or to learn about webinars and presentation opportunities, please contact elena@cf-sc.org.