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 Externally 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.
Complex gifts are a creative way to make large contributions with benefits for donors, nonprofits, and the community. Because non-cash or illiquid assets are involved, they take careful planning to execute.
Greater Tacoma Community Foundation (GTCF) has the expertise to transform these assets into philanthropic gifts.
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
Inspiring Philanthropy
Download an easy reference guide to what we can offer you and your clients.
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 [email protected].
