What We Offer
What We Offer
Presentations
Interested in learning more about how charitable giving and our varied options help meet your clients’ financial, charitable and family goals?
We offer in-house presentations about:
- Leave 10 South Sound
- Planned giving
- Charitable giving options & benefits
- Community needs and issues
- Our grantmaking priorities and impact
Strategic Philanthropic Advising
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:
- Bequests
- Help your clients make a lasting impact in our community for generations by completing a Legacy Memorandum of Understanding.
- Donor Advised Funds
- Donor advised funds are typically quick and easy to set up. Download a Donor Advised Fund Agreement here.
- Charitable Lead or Remainder Trusts
- Charitable Gift Annuities
Be sure to read our 2021 Transfer of Wealth Report about the future of philanthropy in Pierce County.
Externally Managed Funds (EMF) Program
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.
Learn more about the Externally Managed Funds program.
Complex Gifts
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.
Learn more about the Complex Gifts program.
Professional Advisors Website
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 eryberg@gtcf.org.