Plan

Helping Clients Thrive

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.

Quick Resources

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


Professional Advisors Brochure
Click to view the PDF

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?

Click on the tiles below to view free resources that can help you meet your client’s estate and financial planning, tax savings, and charitable goals. 

Join the conversation!

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.


Click to view all episodes

Talking to clients about charitable giving

How do professional advisors talk to clients about charitable giving? Financial advisors, accountants, and attorneys strengthen client relationships and meet client financial, tax, and legacy goals with charitable options and support from the Community Foundation.

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Contact us

For additional information or to learn about webinars and presentation opportunities, please contact elena@cf-sc.org.