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.

Helping Clients Apply a Social & Racial Justice Framework to Estate Planning

Materials and Resources For:

Looking Forward. Giving Back.

A podcast providing 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.

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