For Advisors

How can you recommend charity without recommending a charity?
It's a delicate dilemma.  You want to discuss the many benefits of charitable giving with your clients, but you want to avoid recommending specific charitable causes or organizations.

Fortunately, there's a simple solution.  The Greater Everett Community Foundation is a single, trusted vehicle your clients can use to address the issues they care about most, while gaining the maximum tax benefit under state and federal law.  We offer a variety of giving options—including the ability to set up a charitable fund in your client's name.  It's just one way we can help you help your clients achieve their charitable goals.

The Greater Everett Community Foundation can support you and your clients at every step in the charitable giving process.  We can help you:

• Identify your clients' charitable giving interests and motivations
• Match personal charitable interests with tax planning needs
• Create and implement charitable plans that are integrated into major business, personal and financial decisions
• Facilitate complex forms of giving and execute technical giving instruments (such as charitable remainder trusts)
• Provide information on community needs-and on the local agencies and programs that make a difference in the areas your clients care about most
• Deliver grantmaking expertise and a range of administrative services related to charitable giving