Category: Professional Advisors
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Navigating a Generational Transfer of Values
Some parents see family philanthropy as a way to ensure family values are carried forward, but the next generation may feel it’s simply an obligation. Patrick Fletcher is a Senior Planner in the Wealth Planning Group at D.A. Davidson. He has witnessed this kind of disconnect in families. With tools and training from the Chartered > Continue Reading
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Legacy Giving Can Transform the Future of Pierce County
In 2021, GTCF commissioned a Transfer of Wealth report that showed Pierce County has a household net worth of $269 Billion. Over the next 10 years, our community will see $48.6 Billion transfer from one generation to the next. Soon after that report was released, Leave 10 South Sound launched. Leave 10 South Sound > Continue Reading
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Threading the Needle: Donating Business Interests to Charity
Because business owners are focused on the growth and success of their business, they may not have philanthropy on their radar right away. However, if they decide to sell their business, they have an opportunity to make a major impact for the causes and organizations in their community that matter to them. Often referred > Continue Reading
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Where There’s A Will There’s A Way To Build A Thriving Future
2020 has been a year of uncertainty and change, with everything from physical distancing to mask wearing to Zoom work, school, and parties becoming our new day-to-day. Despite the current disruptions, many people have been inspired to re-imagine their future – and the future of their communities. “We’ve experienced an uptick in clients requesting estate planning services since COVID hit,” said Ken Ford, Attorney with Morton McGoldrick in Tacoma. “COVID > Continue Reading
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Partnering for Life-Centered Planning – Bev Cox, Certified Financial Planner
Over the past 38 years, Greater Tacoma Community Foundation has seen Pierce County grow and change, but what has remained constant is the passion people bring to building a thriving community. Sharing community knowledge and stories about our lived experiences builds everyone’s ability to make a positive impact. In our latest annual book of Pierce > Continue Reading
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Partnering For Philanthropy: Bob Pittman, Professional Advisor
At Greater Tacoma Community Foundation, we’ve seen how much more we can accomplish when we work together. Since 1981, community members have shared their commitment to a thriving Pierce County by partnering with GTCF to bring their vision to life and build a legacy for future generations. In our 2018 yearbook, Pierce County Partners, a few > Continue Reading
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Tacoma’s Special Energy Makes It a Great Place for Impact Investing
Toby Levey recognized a special kind of energy at work in Tacoma not long after he moved to the region two years ago, “When you come to the Pacific Northwest, you forget very quickly that in other parts of the country, social innovation is considered an impediment to a free market; that greed in large > Continue Reading
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Don’t Let The Fear Of “No” Get In The Way Of Giving
When Jan Jacobs led fundraising efforts for the Seattle-based international health innovation nonprofit, PATH, a high-tech sticker helped engage donors with the organization’s mission. Donors were invited to tour the facilities where a PATH product designer, who Jan compared to Bill Nye the Science Guy, “with his apron and ear protectors slung around his neck”, demonstrated > Continue Reading
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Unleashing Philanthropic Potential through Diversity, Equity & Inclusion
Philanthropic leaders from around the region embraced the potential for greater donor diversity at the South Sound Philanthropy Summit in September. Hosted by two volunteer-led organizations, AFP South Sound and South Sound Planned Giving Council, the Summit brought together development professionals, allied professionals, professional advisers, and philanthropists for a day of education and networking. > Continue Reading
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Asking Questions Inspires Generosity Across Generations
From classic poetry to rock songs to Internet memes, people have complained about the generational divide for a long time. When it comes to philanthropy and community building, however, there is a lot at stake for generations to work and talk together. GTCF explored the challenges and opportunities around fostering generosity across generations through two > Continue Reading