Advisors
GTCF Fund Advisors
Your charitable giving can do exponentially more with GTCF.
GTCF Fund Advisors offer their resources, expertise, and partnership to support a thriving community through their giving. GTCF helps Fund Advisors connect their intention with action.
GTCF’s greatest assets are long-term, trusted relationships with people and organizations across Pierce County. Using a wide range of philanthropic tools, GTCF’s Philanthropic Advisors help you build pathways for charitable giving that can make a difference now, and for generations to come.
Contact a GTCF Philanthropic Advisor to learn more about strategies and opportunities to build a thriving community.
GTCF Fund Advisor Portal
CLICK HERE TO LOG IN TO THE GTCF FUND ADVISOR PORTAL
The GTCF Fund Advisor Portal provides you online access to your fund. You can check your balance, review fund stewardship performance, and make grant recommendations to build a thriving Pierce County.
To learn more about navigating the GTCF Fund Advisor Portal, click here to view the GTCF Fund Advisor Support page.
GTCF Fund Advisor Opportunities
- Tools You Can Use
- Events
- News and Trends In Philanthropy
- Fund Advisor Stories
- Important Dates to Remember
Tools you can use
Maximize Your Giving
Your philanthropic giving is as unique as you are. GTCF’s Philanthropic Advisors have a variety of tools to help you develop your philanthropic vision and achieve the greatest impact in community.
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- Learn more about maximizing your giving from The Philanthropy Toolkit: An Introduction to Giving Effectively
Find Your Fund
GTCF offers a range of fund options that can ensure your giving makes an impact now and for generations to come.
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- Learn more about Fund Options.
Leave A Legacy
From simple bequests to complex estate plans to life income gifts, GTCF offers opportunities to make your mark by leaving a legacy. Many people choose to leave charitable assets or gifts to GTCF through their estates, and we offer significant expertise in planned gifts.
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- Read about the potential legacy giving has in Pierce County in this 2021 Transfer of Wealth report.
- Our Planned Giving website offers information on gift options, as well as helpful tools like examples of Bequest Language
- Donors who name GTCF in their estate plans are recognized as members of the Legacy Society.
For a free Legacy Plan Consultation contact Stacey Guadnola, Director of Philanthropic Engagement 253.345.4171
Partner With Your Financial Advising Team
GTCF’s Philanthropic Advisors work in partnership with Financial Advisors like Estate Attorneys, CPAs, Investment Advisors, and other to maximize positive social impact when determining client’s financial and estate planning goals.
Events
Upcoming Events
- Fund Performance Review & Market Outlook Webinar – May 23, 2023, 12pm-1pm (via Zoom)
Join GTCF for an opportunity to hear from CJ Dennis, Senior Investment Consultant for Vanguard, as well as GTCF Investment Committee Chair, Gary Brooks, as they review recent investment performance and provide a market outlook.
RSVP for Zoom link to this webinar
Past Events
- Legacy of Learning Events
GTCF, Annie Wright Schools and Franke Tobey Jones enjoyed a series of events with nationally recognized wealth advisor and author, Coventry (Covie) Edwards-Pitt. Covie shared insights from interviews in her books that highlight success stories of leading fulfilling, productive lives amid abundance. You can access the recordings using the links below:
News and Trends in Philanthropy
Proactive Planning Can Create Large Savings – Thanks to the Tax Code.” (BHJ Wealth Advisors)
Leave 10 Ties Charitable Giving to South Sound Betterment (Tacoma News Tribune – subscription required )
Early Planning on Qualified Charitable Distributions Can Mean Bigger Tax Savings (InvestmentNews.Com)
GTCF Newsletters
Fund Advisor Stories
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Important Dates to Remember
- Grants are issued – 15th & 30th of each month