이 팟캐스트 소개 🔗
Your trusted resource for professional advisors with clients in Snohomish County.
Providing charitable resources and tools to professional advisors and personalized options to their clients that help meet charitable, legacy, and financial goals while increasing diverse and equitable philanthropy in our community.
Providing charitable resources and tools to professional advisors and personalized options to their clients that help meet charitable, legacy, and financial goals while increasing diverse and equitable philanthropy in our community.
업데이트 빈도:
every 20 days
평균 오디오 길이:
33 minutes
영어
미국
에피소드 20 개
2021년 6월 15일부터
episodic
최신 에피소드 🔗
When and why do nonprofit organizations need an audit? Why should nonprofits NOT ALWAYS go with the cheapest auditor. And how cool is it that one of my two favorite CPAs is a farmer, and the other is an Improv mastermind? Join us in this episode of "Looking Forward. Giving Back." as we dive deep in…
이전 에피소드 🔗
Many of my listeners have heard me use the phrase "philanthropic back office" when talking about the Community Foundation's relationship with professional advisors. In this episode, meet Ross Rettenmier, the financial advisor who coined that phrase many years ago! Hear about how Ross talks to clien…
What do Employment Law, Succession Planning, and Landlord/Tenant Rights have to do with working with women business owners in India? How has a local attorney used her commitment to community justice, child welfare, and a love for contracts to create a successful estate planning practice? And what d…
Philanthropic Advising is a thing! Philanthropic Advisors provide critical resources to professional advisors and their clients. Join us in this episode of "Looking Forward. Giving Back." as we welcome Stephanie Ellis Smith, Philanthropic Advisor and Founder of Phila Engaged Giving. Stepahanie shar…
What happens after an advisor refers a client to the Community Foundation of Snohomish County? What does "donor services" really mean? How can our team help your clients meet their perfect charitable "match"? (Think Match.com, but not in a creepy way ;-) ). Join us for a conversation with Angelique…
Why is it critical that wealth managers understand that women are not a "niche market" in the financial services world? What are simple strategies advisors can use to meet clients' legacy and estate goals while protecting their assets? Where is the hottest jazz club in Hermosa Beach? Join me and CF…
How has the SECURE Act changed critical aspects of estate planning? How can you use these changes to your client's advantage, helping them protect their assets AND their legacy at the same time? What are the key components of pre-planning and what are the dangers of not doing all of them? And why d…
What is the Community Foundation of Snohomish County's Nonprofit Services Program? How does our local knowledge and partnerships with nonprofits grow the impact of donor gifts and the grants they make? And why do we all need to take a lesson from Mrs. Lorraine Young (aka Nekya's mom) on how to beco…
"Tax codes are not just for the 1%!" An important reminder from my latest podcast guest, Laird Norton Fiduciary Senior Analyst and Trust Guru Debra Smiley. Join me and Debra as we dig deep into the world of charitable remainder trusts and other income-generating gifts that can help your clients mee…
"Tax codes are not just for the 1%!" An important reminder from my latest podcast guest, Laird Norton Fiduciary Senior Analyst and Trust Guru Debra Smiley. Join me and Debra as we dig deep into the world of charitable remainder trusts and other income-generating gifts that can help your clients mee…
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