For Professional Advisors

Your Trusted, Local Charitable Partner

Strong relationships are at the heart of impactful giving. By partnering with our philanthropy team, you’ll have the tools and expertise to help your clients align their generosity with the most pressing needs and opportunities in our community.

Why Partner With Us?

We work alongside professional advisors to provide tailored, charitable, tax-smart solutions that benefit your clients, their families, and the community causes they care about. Here are a few different ways we can partner together:

Customized Giving Solutions:

Whether your clients want to establish a charitable fund, direct a more complex gift to a nonprofit, or leave a lasting legacy through their will or estate plan, we offer flexible options to align with their philanthropic goals.

Community Connection:

As experienced grantmakers with deep insights into local needs, we can help connect your clients to the causes that align with their values, whether they want to support existing passions or explore new opportunities for impact.

Expert Asset Management:

Our knowledgeable team can accept a wide range of assets—both current and deferred—ensuring a seamless and efficient giving process.

Legacy & Philanthropy:

If desired, we can help clients establish a lasting tradition of generosity by engaging their families in meaningful conversations and giving strategies. Our Legacy Circle members, recognizing individuals who leave a gift in their will or estate plan through the Community Foundation, also receive invitations to special events that allow them to engage and build connections with other like-minded individuals.

Long-Term Regional Impact:

Your clients’ gifts will support causes and initiatives that enhance overall community well-being by preserving arts and the environment or expanding access to education, healthcare, and economic opportunities.

10% For A Better Tomorrow

As proud co-founders of Leave 10 South Sound, we inspire donors, nonprofits, and professional advisors to encourage charitable giving through wills and estate plans. Imagine the lasting impact if more people dedicated just 10% of their estate to charity—transforming communities for generations to come.

By becoming a Leave 10 Champion, you'll gain access to valuable tools and resources, including a Planned Giving Toolkit and a directory of philanthropic organizations in our region. Leave 10 also host local events and educational programs focused on charitable estate planning, along with annual gatherings for Make-A-Will Month (August) and National Estate Planning Week (October)—offering opportunities to network, learn, and inspire generosity.

Take the Leave 10 Pledge and discover how you can help guide your clients in building a legacy. Learn more at www.leave10.org/south-sound.

Take the Pledge

Contact Us

We welcome the opportunity to connect with you and provide additional information or arrange a meeting with Mindie Reule (she/her), the Foundation's President & CEO, to further discuss your client's needs and objectives. Please email us or give us a call at 360.705.3340 to get started.

Questions?

Contact our knowledgeable staff if you are interested in starting a charitable fund or have questions about donor services.

"At any age, we all have assets to share. Small amounts make a difference. And we really are all in this together.”

- Janet, Community Foundation Fund Holder

“Philanthropy is an important piece of helping to sustain a thriving, healthy community... the dividends are a healthier, vibrant community.”

- Give Local Donor

"I know I can pick up the phone and call the CommunityFoundation and they'll take our call... I've been incredibly impressed with the generosity and sense of togetherness I've encountered in the South Sound. This community is strong because of that and only because of that."

- Brian, Local Nonprofit Leader