Tag: Chartered Advisor in Philanthropy
Feb
6
6
Navigating a Generational Transfer of Values
Some parents see family philanthropy as a way to ensure family values are carried forward, but the next generation may feel it’s simply an obligation. Patrick Fletcher is a Senior Planner in the Wealth Planning Group at D.A. Davidson. He has witnessed this kind of disconnect in families. With tools and training from the Chartered > Continue Reading
Dec
12
12
Partnering for Life-Centered Planning – Bev Cox, Certified Financial Planner
Over the past 38 years, Greater Tacoma Community Foundation has seen Pierce County grow and change, but what has remained constant is the passion people bring to building a thriving community. Sharing community knowledge and stories about our lived experiences builds everyone’s ability to make a positive impact. In our latest annual book of Pierce > Continue Reading