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 eryberg@gtcf.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.
2021 Events
May 11, 2021 Professional Advisor Webinar Creative Charitable Planning with Closely-Held Businesses: A Case Study Approach
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.
Presentations
Interested in learning more about how charitable giving and our varied options help meet your clients’ financial, charitable and family goals?
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.
Resources
We would be happy to meet with you or send more information on any of the following:
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.
