Desmond Tutu Provides Insight on Financial Planning & Community

Filed Under: Philanthropy,Professional Advisors - Posted @ 1:13am

When Arch Bishop Desmond Tutu visited Tacoma, he spoke to the crowd about Ubuntu.  He said that it was the idea that “my humanity is caught up, is inextricably bound up, in yours.”  I can’t think of another institution in our community that better personifies the belief in Ubuntu than the Greater Tacoma Community Foundation.

Being a professional advisor is often more about knowing where to find the right resources rather than providing the resources directly.  That is why a partnership with the GTCF is such an important part of holistic wealth management.  Our clients’ best interests are often “inextricably bound up” in a maze of information and professional opinions.  Legacy planning is among the most integrated of financial concepts and having a partner with experience navigating these complex issues is invaluable.

I am now in my sixth year serving on the board of the GTCF and during my time here I have found that the staff, the members of the board, the volunteers, and most importantly the donors are truly extraordinary people.  Diverse interests, open minds, community connections and a willingness to learn from one another work together in a way that is impactful and indispensable.

Ed Grogan, CFP®, CLU®, CHFC®, AIF®
President
Summit Financial Group
summitplans.com