Professional Advisors
Whether you are an attorney, financial planner, or tax advisor, The Greater Tacoma Community Foundation can assist you and your clients in establishing an enduring community legacy and achieving the full tax benefits for their charitable contributions. We add our expertise to yours to ensure that your clients make educated decisions while selecting from a full spectrum of giving vehicles. These vehicles provide optimal tax benefits to your clients and help them achieve their charitable, financial and family goals.The links below provide helpful information to get you started. Contact Jeff Pritchard, Director of Development, for more details.
- Learn about ways we can help your clients.
- Read about our investment management strategies and performance.
- Reduce capital gains tax and increase your charitable gift by transferring securities to the Community Foundation.
- Utilize our sample bequest language
Contact Information
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