Personalized service from The Greater Tacoma Community Foundation. 
We'll work with  you to establish the best vehicle for your client's gift.  We can create a fund that meets ever-changing needs, addresses a personal cause or supports a specific agency - all in the name of your client.  It's a great way to help your clients experience the joy of giving during their lifetimes.

To help you consult with your clients, we have prepared this toolbox of useful materials.  Feel free to share them with your clients.

Handouts for your clients
How the Tax-free Charitable IRA Rollover Works

Explains to clients the advantages of transferring IRA assets to set up a special fund at The Greater Tacoma Community Foundation.


Charitable IRA Checklist

Charts a client's charitable and estate goals relative to this new opportunity.


Donor Scenario - Couple reduces estate taxes, supports single charity

Example tells story to show how personal charitable goals can be fulfilled.


Donor Scenario - Widow establishes Field of Interest Fund

Example tells story to show how personal charitable goals can be fulfilled.


The Greater Tacoma Community Foundation
950 Pacific Ave, Suite 1220, Tacoma, WA 98402 (253) 383-5622
P.O. Box 1995, Tacoma, WA 98401