Support for Professional Advisors
Why Work With Us
As your partner in giving, we offer numerous benefits to you and your clients. The following are some of the reasons attorneys, financial planners, and CPAs partner with Greater Tacoma Community Foundation to serve their clients.
1 Service and Trust: We recognize that each referral you make to your clients reflects back on you. We value and honor the trust our Professional Advisors place in us by providing your clients the best possible service.
2 A Local Partner: As a local choice, we are always available to meet with you and your clients. Set up a time to meet, join us for an educational networking event, or invite us to speak at your business.
3 Expertise: Philanthropy is our business. Our staff have decades of experience on charitable giving and can help you sort through the variety of direct and planned giving options to find the best option for your client.
4 Flexibility: We offer a variety of giving options to meet the needs of your clients. Based on your clients’ goals for philanthropic impact, financial security, family involvement, and other areas related to giving and charitable estate planning, we can help design a custom giving solution.
5 Community Knowledge: After more than three decades of working in Pierce County, we know a lot about this community. We can provide you and your clients with rich information, expertise, and connections on charitable giving and community issues.
6 Generational Assistance: We know that clients often want to involve their children in discussions about charitable giving, but are often not yet ready to share all the details of their estate. As a philanthropic partner, we can help make those conversations comfortable.
7 Continuing Education: Our annual networking events provide advisors and their clients with new perspectives on charitable giving strategies, community issues, and more. CLE, CE and CPE credits are typically available for professionals attending.
8 Continuity: At times, it can take years for a client to decide upon their charitable plans and we’ll support you every step of the way.
We Provide a Professional Advisors Network
The Professional Advisors Network at Greater Tacoma Community Foundation is made up of financial planners, attorneys, accountants, investment managers, and others who advise clients on matters of wealth. Members of the Network benefit from opportunities to promote their practices and gain access to charitable gift planning resources that will expand their expertise and increase their offerings to current and prospective clients. In return, Professional Advisors Network members receive:
- Invites and discounts to all GTCF professional advisor seminars and events
- Access to philanthropic resources at GTCF