Your Trusted, Local Charitable Partner
As a professional advisor, you play a vital role in cultivating a stronger South Puget Sound through philanthropy. Many of our donors come to the Community Foundation through referrals from trusted advisors like you. By integrating philanthropy into your practice, you help clients align their financial planning with their deepest passions.
Why Partner With Us?
Your clients count on you for expert guidance and exemplary service. And when they need help making decisions about their giving strategies, we're here to support you every step of the way.
Partnering with us allows you to offer seamless, tax-wise giving options while connecting your clients to high-performing local organizations tackling our region’s most pressing challenges. Together, we help your clients make smart decisions that build a vibrant community now and for years to come.
Here are a few different ways we can partner together:
Customized Giving Solutions.
Whether your clients want to establish a charitable fund, direct a more complex gift to a nonprofit, or leave a lasting legacy through their will or estate plan, we offer flexible options to align with their philanthropic goals.
Community Connection.
As experienced grantmakers with deep insights into local needs, we can help connect your clients to the causes that align with their values, whether they want to support existing passions or explore new opportunities for impact.
Expert Asset Management.
Our knowledgeable team can accept a wide range of assets—both current and deferred—ensuring a seamless and efficient giving process.
Legacy & Philanthropy.
If desired, we can help clients establish a lasting tradition of generosity by engaging their families in meaningful conversations and giving strategies. Our Legacy Circle members, recognizing individuals who leave a gift in their will or estate plan through the Community Foundation, also receive invitations to special events that allow them to engage and build connections with other like-minded individuals.
Long-Term Regional Impact.
Your clients’ gifts will support causes and initiatives that enhance overall community well-being by preserving arts and the environment or expanding access to education, healthcare, and economic opportunities.
Partnering with us allows you to offer seamless, tax-wise giving options while connecting your clients to high-performing local organizations tackling our region’s most pressing challenges.
10% For A Better Tomorrow
As proud co-founders of Leave 10 South Sound, we inspire donors, nonprofits, and professional advisors to encourage charitable giving through wills and estate plans. Imagine the lasting impact if more people dedicated just 10% of their estate to charity—transforming communities for generations to come.
By becoming a Leave 10 Champion, you'll gain access to valuable tools and resources, including a Planned Giving Toolkit and a directory of philanthropic organizations in our region. Leave 10 also host local events and educational programs focused on charitable estate planning, along with annual gatherings for Make-A-Will Month (August) and National Estate Planning Week (October)—offering opportunities to network, learn, and inspire generosity.
Take the Leave 10 Pledge and discover how you can help guide your clients in building a legacy. Learn more at www.leave10.org/south-sound.
Let's Connect
We welcome the opportunity to partner with you and your clients.
Whether you are looking for additional resources or want to arrange a meeting with our Philanthropy Team to discuss your client's unique goals, we’re here to help. Reach out to us by email at giving@thecommunityfoundation.com or call us at 360.705.3340 to start a conversation.
Questions?
Contact our Philanthropy Team if you are interested in starting a charitable fund or have questions about donor services.
