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Tag: estate planning

Sep
29

Toward Transformation: Equity-Centric Philanthropy in the Pacific Northwest

Filed Under: Philanthropy - Posted @ 4:27pm

For the first time in her professional career, Elena Pullen-Venema can say that her personal racial equity values and those of her employer are coming into alignment.   Elena, who’s been with the Community Foundation of Snohomish County since 2012 and now serves as Director of Gift Planning there, says the foundation began “deep-dive” equity discussions as a staff a > Continue Reading

Apr
21

Wisdom with Women 2021 Educational Series: Estate Planning

Filed Under: - Posted @ 10:00pm

Women are often the drivers for getting an estate plan in place. Among the many issues women want to address in estate planning are special concerns regarding their children, worries about handling an estate when they are widowed (as many will be), and, especially for single women, how to assure they will have proper care > Continue Reading

Sep
8

Where There’s A Will There’s A Way To Build A Thriving Future

Filed Under: Philanthropy,Professional Advisors - Posted @ 4:06pm

2020 has been a year of uncertainty and change, with everything from physical distancing to mask wearing to Zoom work, school, and parties becoming our new day-to-day. Despite the current disruptions, many people have been inspired to re-imagine their future – and the future of their communities.  “We’ve experienced an uptick in clients requesting estate planning services since COVID hit,” said Ken Ford, Attorney with Morton McGoldrick in Tacoma. “COVID > Continue Reading

Dec
12

Partnering for Life-Centered Planning – Bev Cox, Certified Financial Planner

Filed Under: Philanthropy,Professional Advisors - Posted @ 2:22pm

  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

Jun
13

Partnering For Philanthropy: Bob Pittman, Professional Advisor

Filed Under: Philanthropy,Professional Advisors - Posted @ 11:45am

At Greater Tacoma Community Foundation, we’ve seen how much more we can accomplish when we work together.  Since 1981, community members have shared their commitment to a thriving Pierce County by partnering with GTCF to bring their vision to life and build a legacy for future generations.  In our 2018 yearbook, Pierce County Partners, a few > Continue Reading