Looking Forward. Giving Back.
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Looking Forward. Giving Back.

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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.
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ความถี่ในการอัพเดต:
every 20 days
ความยาวเสียงโดยเฉลี่ย:
33 minutes
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20 ตอน
ตั้งแต่ 15 มิถุนายน 2021
episodic
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Episode 19: The Ins and Outs of a Nonprofit Audit and Two of the Coolest CPAs in SnoCo. A Conversation with Madchen Petrie of the Pacific Science Center and Keaton Werson of Wersen Nonprofit CPAs.

Episode 19: The Ins and Outs of a Nonprofit Audit and Two of the Coolest CPAs in SnoCo. A Conversation with Madchen Petrie of the Pacific Science Center and Keaton Werson of Wersen Nonprofit CPAs.

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…
00:34:54
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ค้นหาตอนที่ผ่านมาของ Looking Forward. Giving Back.
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Episode 18: The Importance of a "Philanthropic Back Office", Growing Your Client Referrals, and Gonzaga Fandom. A Conversation with Ross Rettenmier of SagePoint Financial.

Episode 18: The Importance of a "Philanthropic Back Office", Growing Your Client Referrals, and Gonzaga Fandom. A Conversation with Ross Rettenmier of SagePoint Financial.

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…
00:32:42
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Episode 17: How a Community Organizer in India Becomes an Estate Planning Attorney in Snohomish, and Why You Should NEVER Say, "I Would Never...". A Conversation with Attorney Paige Buurstra.

Episode 17: How a Community Organizer in India Becomes an Estate Planning Attorney in Snohomish, and Why You Should NEVER Say, "I Would Never...". A Conversation with Attorney Paige Buurstra.

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…
00:30:45
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Episode 16: "Your Whisper is a Roar", the X-Ray Year, and Three Tips for Talking to Clients About Philanthropy. A Conversation with Philanthropic Advisor, Stephanie Ellis Smith.

Episode 16: "Your Whisper is a Roar", the X-Ray Year, and Three Tips for Talking to Clients About Philanthropy. A Conversation with Philanthropic Advisor, Stephanie Ellis Smith.

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…
00:37:04
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Episode 15: What Happens When You Refer a Client to Us? Building Trust, Growing Networks, and Match.com for Donors. A Conversation with CFSC's Vice President Angelique Leone.

Episode 15: What Happens When You Refer a Client to Us? Building Trust, Growing Networks, and Match.com for Donors. A Conversation with CFSC's Vice President Angelique Leone.

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…
00:40:39
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Episode 14: Everyone Can Be Charitable, Women Are Not a "Niche Market", and the Lighthouse Jazz Club Is THE Place to Be! A Conversation with CFP Rene Nourse of Urban Wealth Management.

Episode 14: Everyone Can Be Charitable, Women Are Not a "Niche Market", and the Lighthouse Jazz Club Is THE Place to Be! A Conversation with CFP Rene Nourse of Urban Wealth Management.

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…
00:27:06
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Episode 13: Estate Pre-Planning, Using Charitable Remainder Trusts to Stretch IRA Distributions for Heirs, and Dogs as Running Buddies. An Estate Planning Conversation with Attorney Chandra Lewnau.

Episode 13: Estate Pre-Planning, Using Charitable Remainder Trusts to Stretch IRA Distributions for Heirs, and Dogs as Running Buddies. An Estate Planning Conversation with Attorney Chandra Lewnau.

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…
00:32:22
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Episode 12: Growing CFSC's Nonprofit Services in a Zoom Exhausted World: A Conversation with Nekya Johnson, CFSC's Director of Community Impact & Grantmaking

Episode 12: Growing CFSC's Nonprofit Services in a Zoom Exhausted World: A Conversation with Nekya Johnson, CFSC's Director of Community Impact & Grantmaking

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…
00:38:38
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Episode 11: Charitable Remainder Trusts and Getting Lost in IKEA: A Conversation about Estate, Financial & Trust Planning with Debra Smiley, Senior Fiduciary Analyst at Laird Norton Wealth Management

Episode 11: Charitable Remainder Trusts and Getting Lost in IKEA: A Conversation about Estate, Financial & Trust Planning with Debra Smiley, Senior Fiduciary Analyst at Laird Norton Wealth Management

"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…
00:37:21
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Episode 11: Charitable Remainder Trusts and Getting Lost in IKEA: A Conversation about Estate, Financial & Trust Planning with Debra Smiley, Senior Fiduciary Analyst at Laird Norton Wealth Management

Episode 11: Charitable Remainder Trusts and Getting Lost in IKEA: A Conversation about Estate, Financial & Trust Planning with Debra Smiley, Senior Fiduciary Analyst at Laird Norton Wealth Management

"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…
00:37:21
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