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Advisors

Professional Advisors

You can count on GTCF’s philanthropic expertise for your financial, estate, or tax planning team.

GTCF knows philanthropic tools are a valuable part of your client’s financial portfolio. GTCF’s Philanthropic Advisors have experience and expertise in partnering with professional advisors to ensure your client achieves their financial goals while also realizing the powerful impact charitable giving can have on their community, their families, and their lives.  

GTCF’s Philanthropic Advisors can help you and your client explore, craft, and execute philanthropic strategies using tools like Complex Gifts, Charitable Remainder Trusts, Charitable Gift Annuities, and endowed gifts. Through GTCF’s Externally Managed Funds offering, professional advisors can also maintain their assets under management. 

Contact GTCF’s Philanthropy Team to get free tools and support to leverage your expertise and build trust with your clients through charitable planning. 

GTCF Professional Advisor Opportunities

The Perfect Partnership

Greater Tacoma Community Foundation has more than 40 years of experience in philanthropic advising and a deep knowledge of community needs. GTCF’s Philanthropic Advisors can provide you and your clients with tools, information, and stories that make it simple to do exponentially more for a thriving Pierce County.

Creating a charitable legacy can be one of the most lasting and impactful acts an individual can make. GTCF is proud to partner with hundreds of committed individuals who have taken that step. GTCF offers your clients the ability to create a charitable legacy that honors their interests and ensures their community vision will endure. GTCF’s Philanthropic Advisors can help your clients define their legacy vision and choose the giving option that supports it.

Learn more about how GTCF can enhance your practice and help your clients do more with their charitable giving

Whether you are ready to refer a client immediately or would like to learn more about the services we offer, contact at Philanthropic Services, or 253.353.5622.

Professional Advisor Planned Giving Resource Site

Access valuable Professional Advisor tools to support your clients’ philanthropic goals by visiting the Professional Advisors Planned Giving Resource Site.

Upcoming Events

Past Events:

Threading the Needle: Key Considerations When Donating Business Interests to Charity (November 8, 2022)

Charitable Planning with Closely-Held Businesses: A Case Study Approach – Bryan Clontz (May 11, 2021)
Presentation recording (password: PA-Webinar2021)

Tools you can use

      • Presentations

GTCF can help your entire team or organization learn more about how charitable giving and GTCF’s philanthropic tools help meet your clients’ financial, charitable, and family goals.

GTCF offers in-house presentations about:

        • Helping Your Clients Develop a Charitable Giving Road Map
        • Leave 10 South Sound
        • Planned Giving
        • Community Needs and Issues

 

      • Strategic Philanthropic Advising

GTCF’s Philanthropic Advisors can assist your clients and their families in their philanthropic planning, incorporating their charitable goals with their personal financial goals. GTCF aligns philanthropic expertise to your expertise so your clients discover the giving vehicle(s) that best meet their needs.

 

      • Philanthropic Tools and Resources

GTCF’s Philanthropic Advisors can meet with you or send more information on any of the following:

Be sure to read GTCF’s Transfer of Wealth Report about the future of philanthropy in Pierce County.

      • Externally Managed Funds (EMF) Program

Because GTCF Fund Advisors have strong relationships with their wealth managers, GTCF offers an Externally Managed Funds option. This allows external investment advisors to manage the assets of a donor advised fund. GTCF provides excellent client 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 GTCF’s Philanthropic Advisors 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.

GTCF has the expertise to transform these assets into philanthropic gifts.

Learn more about donating Complex Gifts.

 

      • Professional Advisors Resource Site

GTCF offers 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
      • Inspiring Philanthropy

GTCF’s Philanthropic Advisors help your clients discover how simple and transformative their giving can be.

Download an easy reference guide to see what GTCF offers you and your clients.

Professional Advisors Network

The Professional Advisors Network at Greater Tacoma Community Foundation is made up of financial planners, attorneys, accountants, investment managers, and others who advise clients on matters of wealth. Members of the Network benefit from opportunities to promote their practices and gain access to charitable gift planning resources that will expand their expertise and increase their offerings to current and prospective clients. In return, Professional Advisors Network members receive:

      • Invites and discounts to all GTCF professional advisor seminars and events
      • Access to philanthropic resources at GTCF

Email Philanthropic Services, or call 253.353.5622 to learn more about our Professional Advisors Network

2023 GTCF Professional Advisor Committee Members

The GTCF Professional Advisor Committee serves to advise GTCF in its outreach efforts to the advisor community.  We are grateful to those who give their time and talent to ensure quality tools, education, and resources are provided to Professional Advisors and their clients.

Beverly Cox, CFP®, CAP®
Committee Chair
Kenneth Ford, CAP®
Attorney
Cultiva Law
Thomas S. Hong, J.D., LL.M.
Estate, Gift & Trust Senior Tax Advisor
Fiduciary Counselling, Inc.		Daelyn Julius
Attorney
Vandeberg Johnson & Gandara
Jeanne Sacks, CGMA, CAP®
CPA
Johnson, Stone & Pagona, P.S.		Eli Taylor
Vice President
JP Morgan Private Bank

News and Trends in Philanthropy

The Perils of Not Discussing Charitable Planning With Clients (ThinkAdvisor)
GTCF Newsletters

Professional Advisor Stories

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Frequently Asked Questions

  • What do I get out of working with GTCF for my clients’ fund stewardship?
    After more than four decades in Pierce County, GTCF knows a lot about philanthropy. GTCF’s Philanthropic Advisors can provide you and your clients with connections to community information, emerging needs, and planning for long-term impact.
  • How do I make sure my clients get the philanthropic advising they need?
    With GTCF, you get a trusted local partner with decades of experience in charitable giving in Pierce County. GTCF’s Philanthropic Advisors help you sort through the variety of direct and planned giving options to find the best options to meet your clients’ philanthropic and charitable giving goals.
  • What kind of giving options does GTCF provide?
    GTCF offers a variety of giving options to meet the needs of your clients. Based on your clients’ goals for philanthropic impact, financial security, family involvement, and other areas related to giving and charitable estate planning, GTCF’s Philanthropic Advisors help design a custom giving solution.
  • How do I learn more about charitable giving strategies?
    GTCF’s annual Professional Advisor networking events provide advisors and their clients with new perspectives on charitable giving strategies, community issues, and more. CLE, CE, and CDP credits are typically available for professionals attending.
  • What can GTCF offer in terms of generational assistance?
    GTCF knows that clients often want to involve their children in discussions about charitable giving, but are not yet ready to share all of the details of their estate. GTCF’s Philanthropic Advisors have the tools and experience to help make those conversations comfortable. GTCF’s Philanthropic Advisors are 21/64 Certified facilitators. They have training and tools to facilitate a multigenerational approach to family philanthropy.  

There are many ways GTCF can assist you and your clients. For questions about how GTCF can collaborate with you to serve the needs of your clients, please contact Philanthropic Services, or call 253.353.5622.