Advisor Tool Kit

Group of People in SeminarGreater Tacoma Community Foundation offers a variety of tools and resources to help make charitable gift planning easier for professional advisors.

Whether you are an attorney, financial planner, or tax advisor, we 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. A member of our development team is happy to meet with you to provide you with the tools you need in your client meetings, from tax scenarios to prepared fund agreements.