Community Foundation. Working with the. is good for business. Help Your Clients Leave a Legacy. Save on Taxes. Relationships Matter.

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2 Working with the Community Foundation is good for business Help Your Clients Leave a Legacy. Save on Taxes. Does your client want to make a gift to a charity in her will? Does she want to support more than one charitable cause without the administrative hassle of a private foundation? Is she looking for ways to lessen the burden of estate, capital gains or income taxes? The Community Foundation can provide you with tailored options that will help your clients meet charitable, financial and personal goals. Relationships Matter. We understand that your client relationships are the most important part of your job. When professional advisors work with the Community Foundation, we let you take the lead while providing you with free resources and charitable giving options to present to your client. Local Giving. Long-Term Impact. Although the Foundation is a public charity, it does not promote one charitable cause. Instead, our mission is to build and hold endowments that support all kinds of nonprofit causes and provide for Snohomish County s changing needs. Local Expertise. With more than 500 nonprofits in Snohomish County it can be difficult to provide charitable expertise to your clients about the entire sector. Fortunately, we can help and we re free. We can even speak with you privately about the nonprofit sector, so you are well prepared for a client meeting. The Community Foundation is a great local resource and partner for professional advisors. The staff is very knowledgeable and has a breadth of experience. They are an invaluable member of the overall client service team and can help bring valuable perspective and diverse options to the financial planning process. Phil Knudson, CPA, Moss Adams

3 Specialized Resources at Your Fingertips The Community Foundation wants to make your job easier. We can provide you with a variety of free resources and materials in person or via our website. For Attorneys Whether your client is considering a bequest to a specific nonprofit, or is interested in providing for the financial needs of a loved one, we can help. What is the language I need to include in my client s will if he is leaving a charitable bequest? What are the tax benefits of making a gift of real estate, stock, a life insurance policy or another non-cash asset? How might my client make a charitable gift that provides his loved ones with a stream of income after he is gone? For Financial Planners and Advisors Significant giving opportunities arise when your clients make major business, personal, and financial decisions. We offer the maximum tax advantage under state and federal law, and we simplify IRS recordkeeping. For Accountants What types of assets are the most tax-friendly for my client to donate? My client says he wants to create a private foundation. How might a donor advised fund be a better option? How can I continue to manage my client s assets and help her meet her charitable giving goals at the same time? Opportunities to create a legacy through charitable giving often have tax-friendly results whether it s because a client makes a gift to a specific charity, is selling a business, or is looking to reduce his taxable estate. Is it more beneficial for my client to make a gift of stock, real estate, or cash? Do you have nonprofit clients? Our agency endowment funds and nonprofit support services can help. Is there a way to transfer an IRA required minimum distribution to charity and reduce my client s taxes? *scan the code above with your phone for links to materials

4 The Community Foundation provides me with the tools I need to help my clients create estate plans that meet their financial goals and are personally fulfilling. The Community Foundation is an exceptional resource that helps me improve the service I provide to my clients. Melinda Grout, Law Office of Melinda K Grout Our goal is to provide you with information, resources, and tools that strengthen your relationship with your client and make our community a better place to live. Let us know how we can help. Visit our website for online resources, printable samples and other sources of information on charitable giving options for your clients. Would you like to give your clients the opportunity to ask specific questions about charitable giving in their community? Contact Elena Pullen-Venema, Director of Development, to arrange a private meeting where you and your clients can explore a variety of options. You can contact Elena via at or phone at (425) Elena Pullen-Venema Director of Development (425)

5 Your Dreams. Our Mission. For Clients The Community Foundation provides a way for an individual or family to give to specific charities, communities or causes. Anything is possible. Just tell us what you care about and we will help create a plan tailored for you. Start a charitable fund today with $25,000 using cash, securities or other assets for immediate tax savings. You can also build a fund over 5 years with $5,000 per year. Give Now Here s how the Community Foundation can help Create an agreement that spells out the details of your donation including which causes you d like to support. Your fund is invested to grow over time. Our 10 year average rate of return is 6.95%. Receive annual earnings from your fund and make grants to the charities of your choice. Give Later Make a gift to a charity or specific cause in your will. Funds for Nonprofits Designated Funds Started by a donor for a specific nonprofit of their choice for whatever purpose the donor chooses. These funds can be named in honor or memory of a loved one. The nonprofit receives a grant once per year from the fund. Agency Endowments Established by a nonprofit with its own money from savings or donations. The nonprofit can request the fund be returned by a vote of their board. Funds for Active Donors Donors who start these funds make grants to their favorite local nonprofits, schools or parks. Staff provides the administrative work, much like a private foundation. Funds for the Community Anyone can donate any amount to help grow these community impact funds. Grant applications are accepted by the staff and reviewed by community volunteers who decide on funding. Grant criteria changes as community needs shift.

6 Support the charitable causes you care about when and how you want. GIVE NOW Receive immediate tax savings through gifts of cash, stock, real estate and a variety of other assets. Decide over time where to give with a donor advised fund. A great alternative to a private foundation. Make gifts to a specific charity year after year by creating a designated fund. A great alternative to a lump sum donation. Support nonprofits working in a specific area of interest. Make a tax deductible gift to one of our Community Impact Funds Arts & Culture, Education, the Environment, Health & Wellness, and Human Services. GIVE LATER Make a charitable gift through your will that creates a meaningful legacy for you, your family, and your community. Support a specific charity or charitable cause in your will by creating a fund agreement while you are still alive. The Community Foundation will ensure that all future grants go to the cause or causes that fulfill your original charitable intent. Reduce the tax liability of your estate by making gifts of appreciated stock, land, retirement accounts, and life insurance. WHAT S NEXT? Talk with your attorney, financial advisor, or accountant about your charitable, financial, and personal goals and ask what you might do today to ensure that they are met. Visit the Community Foundation s website for more information on charitable giving options Contact (or have your professional advisor contact) Elena Pullen-Venema, the Community Foundation s Development Director to discuss your charitable goals and answer any questions you may have about tax-friendly, giving options or (425)

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