Over the years we’ve had the great fortune to work with hundreds of professional advisors who have helped their clients achieve their philanthropic dreams for their community. It is our honor and pleasure to work with advisors to help their clients discover their charitable passions and develop a plan to ensure their love, care and concern for the community is put into action in the most meaningful and impactful way. Below are just a few testimonials from some of our areas professional advisors who have worked closely with our Philanthropic Services Team to provide their clients with the highest-level of customer service.
Gary Brooks, Certified Financial Planner
“To give away money is an easy matter and in any man’s power. But to decide to whom to give it, and how large, and when, and for what purpose and how, is neither in every man’s power nor an easy matter.” ~ Aristotle, 347 BC
I read this quote about four years ago, close to the time I joined the Board of Directors of the Greater Tacoma Community Foundation. Having been a member of the GTCF Vibrant Community Grants committee before then, I had first-hand experience how challenging many giving decisions are.
The mission of the GTCF is noble and much good work has been done to benefit our community. But it is not always easy to determine exactly how much to give or how to best put charitable dollars to work.
As the current GTCF Investment Committee chair, it could be easy to focus solely on the investing decisions for the various funds we manage but I think it’s also important to keep in mind the destination of these funds. They are used to support non-profit organizations, fund scholarships and generally contribute to the greater good of Tacoma and Pierce County.
Fortunately, the GTCF staff is exceptionally talented and has built a solid bridge between donors / fundholders and the organizations best positioned to utilize this money to inspire change.
Gary Connett, Attorney
Have you ever sat with family, friends, colleagues, clients and listened as they talked about how they wanted to be remembered? Have you heard them mention leaving a scholarship fund, or support for their church, or their alma mater, or the local food bank, or to help the homeless, or animals, or any of thousands of other community causes? Have you felt their desire to instill charitable thinking in their children? Have you wondered how to help them accomplish these goals?
These conversations take place every day in the offices of the many skilled and caring advisors we are fortunate to have in our community.
Many years ago, I was invited to join the “Professional Advisors Committee” at Greater Tacoma Community Foundation. If the truth be told, I invited myself because I wanted to learn more about how to help my estate planning clients with their charitable intentions. The experience changed forever how I work with clients, and how I think about my own estate.
For the last six years, I have been fortunate to sit on the Board of Directors for Greater Tacoma Community Foundation. I’ve learned how incredibly complex the organization is, and how difficult — and rewarding it is to be a force for collaboration, support and positive change in our community. I have seen firsthand how all decisions, all decisions, are driven by donor intent. I have worked with GTCF staff who are second to none in terms of their devotion to the goals and purposes of the organization. And, I have enjoyed the company of fellow Board Members who challenge everyone at the table to bring their best, and whose dedication to betterment of our own greater community is unequaled.
My term on the Board of Directors ended recently. It was one of the highlights of my professional career. I will miss the direct involvement, but I, my family, and my clients will be forever grateful for all that I have taken from my experience on the Professional Advisor’s Committee, and as a member of the Greater Tacoma Community Foundation Board of Directors.
To other professional advisors in the Greater Tacoma area, I encourage you to get involved, to learn, to experience, to share, to teach, and to continue to raise the bar for how all of us make this a great place to live.
Nancy Davis, Financial Advisor
For the past two decades, I have worked as a financial advisor and one of the core principles I share with clients is the value of compounding interest and the positive impact it can have on long-term financial goals. The same value is shared by GTCF through a similar principle called compounding philanthropy, where your charitable dollars are combined with other like-minded donors who are passionate about addressing our community’s most pressing challenges and most promising opportunities.
With compounding philanthropy your dollars go further in driving resources, talents and expertise to ensure our Pierce County community becomes a better place to live, year-after- year. In fact, for 35 years, GTCF has been making connections, building capacity, and inspiring philanthropy in Pierce County. It’s this critical mission that makes community foundations so important and why in 2005, when I was living in Montana, I was a founding member of the Flathead Community Foundation.
Today, I am proud to serve on GTCF’s Development Committee to raise vital resources to support a diverse group of local nonprofits, community projects and significant initiatives working to improve the environment, health and human services, youth development, and much more.
Ed Grogan, CFP, CLU, CHFC, AIF
When Arch Bishop Desmond Tutu visited Tacoma, he spoke to the crowd about Ubuntu. He said that it was the idea that “my humanity is caught up, is inextricably bound up, in yours.” I can’t think of another institution in our community that better personifies the belief in Ubuntu than the Greater Tacoma Community Foundation.
Being a professional advisor is often more about knowing where to find the right resources rather than providing the resources directly. That is why a partnership with the GTCF is such an important part of holistic wealth management. Our clients’ best interests are often “inextricably bound up” in a maze of information and professional opinions. Legacy planning is among the most integrated of financial concepts and having a partner with experience navigating these complex issues is invaluable.
I am now in my sixth year serving on the board of the GTCF and during my time here I have found that the staff, the members of the board, the volunteers, and most importantly the donors are truly extraordinary people. Diverse interests, open minds, community connections and a willingness to learn from one another work together in a way that is impactful and indispensable.
Amy Lewis, Attorney
As a donor myself, a member of the community and a professional advisor, I appreciate all the information Greater Tacoma Community Foundation provides to donors and all the services it provides to our community and local nonprofits.
More particularly as a professional advisor, the Community Foundation makes me more effective and allows me to offer clients more options for their charitable planning because the staff is creative in designing and implementing gifts. In most cases, if clients can dream a charitable gift, the Community Foundation can help them implement it in a practical manner. Knowing that I have the Community Foundation as a partner in charitable planning allows me to assist more clients who come to me with general charitable intent, but who are not sure how they want to structure or implement their gifts.
Bob Pittman, Attorney
My client spent his entire career at Boeing. Now, battling formidable health challenges, he is embracing the final phase of a long and meaningful life. As has always been his custom, his thoughts go to others.
In a recent conversation, we spoke of how important it is for him to help organizations that have been dear to him, and those that were close to his deceased wife. As we continued to explore how he could benefit these organizations, I saw a twinkle in the eyes of someone who had lost his sight but not his vision. When I suggested that he meet with the Greater Tacoma Community Foundation, he quickly agreed. Due to his physical limitations, GTCF’s team went to him, and over the course of several weeks we worked together to create a planned gift that would meet my client’s needs and benefit the community for many (many) years to come.
As a professional advisor, the Greater Tacoma Community Foundation allows me to connect clients’ dreams with creative solutions to make a difference in our community. Whether the challenge is selecting beneficiaries that fit a client’s particular profile or structuring their gifts, GTCF has enabled my clients, regardless of budget, to leave a legacy of generosity. Story after story, year after year, the Greater Tacoma Community Foundation helps to make my job as a professional advisor meaningful and rewarding.