Support for Professional Advisors
What We Offer
There are many ways Greater Tacoma Community Foundation can assist you and your clients. For questions about how we can collaborate with you to serve the needs of your clients, please contact: Evelyn Ryberg, Senior Director of Philanthropic Services, at 253.345.4172 or firstname.lastname@example.org.
Educational Training & Networking Events
We provide annual events tailored specially for professional advisors and their clients, featuring well-known experts in philanthropy. CLE, CE and CPE credits are typically available for professionals attending.
May 11, 2021
Professional Advisor Webinar
Creative Charitable Planning with Closely-Held Businesses: A Case Study Approach
Event Resources: presentation recording (password: PA-Webinar2021), presentation slides
Charitable Gifts of Noncash Assets digital copy of book by keynote speaker, Bryan Clontz, Ph.D., CFP®, CAP® President, Charitable Solutions, LLC
Chartered Advisor in Philanthropy®
In addition, Greater Tacoma Community Foundation is excited to facilitate a professional certification opportunity for professional advisors in our area. The Chartered Advisor in Philanthropy® or CAP® is a 10-month program offered through The American College and provides seasoned professionals with the knowledge and tools to help clients articulate and advance their highest aspirations for self, family and society.
This graduate-level program is focused on advancing philanthropy in local communities through a rigorous curriculum that focuses positive social impact when determining clients financial and estate planning goals. The CAP® program is part of GTCF’s overarching efforts to provide high-quality philanthropic advising services to donors and our partner professional advisors in the community.
To learn more about the program and joining the local study group, please contact Evelyn Ryberg, Sr. Director of Philanthropic Services.
Interested in learning more about how charitable giving and our varied options help meet your clients’ financial, charitable and family goals?
We offer in-house presentations about:
- Leave 10
- Planned giving
- Charitable giving options & benefits
- Community needs and issues
- Our grantmaking priorities and impact
Strategic Philanthropic Advising
We can assist your clients and their families in their philanthropic planning, incorporating their charitable goals with their personal financial goals. We combine our expertise to yours and utilize the giving vehicle(s) that best meet their needs.
We would be happy to meet with you or send more information on any of the following:
- Help your clients make a lasting impact in our community for generations by completing a Legacy Memorandum of Understanding.
- Donor Advised Funds
- Donor advised funds are typically quick and easy to set up. Download a Donor Advised Fund Agreement here.
- Charitable Lead or Remainder Trusts
- Charitable Gift Annuities
Be sure to read our Transfer of Wealth Report about the future of philanthropy in Pierce County.
Individually Managed Funds (IMF) Program
Because our donors have strong relationships with their wealth managers, we offer Individually Managed Funds. This allows external investment advisors to manage the assets of a donor advised fund. In short, we provide excellent service while you manage the assets.
It’s an innovative and customized investment approach that gives peace of mind to your clients, while allowing them to work directly with us as they make their charitable vision a reality.
Learn more about the Individually Managed Funds program.
Professional Advisors Website
We offer a comprehensive website dedicated specifically to professional advisors and their clients. The site offers:
- Calculators with clear and understandable illustrations
- Bequest language
- Will planning tips, tools and resources
- Updates on new IRS rules and case law
- Donor stories
- Much more
Download an easy reference guide to what we can offer you and your clients.