give-now

Professional Advisors

Professional Advisors serve as our partners in helping donors maximize their charitable giving.

Professional Advisors like Judy Conner of Cordell Neher & Co. and Nate Bishop of Clifton Larson Allen serve as our partners in helping donors navigate their charitable giving options and goals.

Helping your clients give smarter.

Whether you are a financial advisor, attorney, or CPA, we believe Professional Advisors are our partners in charitable giving. You have clients with charitable interests and we have the philanthropic expertise to help to fulfill those charitable goals.

Community foundations provide a simple, powerful, and highly personal approach to giving. We offer many types of funds and giving tools to help people achieve their charitable goals. Donors can give cash, appreciated stocks, real estate, or other assets. Most charitable gifts qualify for maximum tax advantage under federal law.

Professional Advisors work with Community Foundations to help donors achieve their personal and financial goals. We offer:

Personalized Service

We work to make giving easy and effective, accepting a wide variety of gifts and providing donors a number of charitable options. We customize giving vehicles to meet each individual donor’s needs. Contributions can be made in cash, stocks, property, and bequests.

Local Expertise

Our professional staff has an in-depth understanding of the issues, opportunities, and resources that shape our community. They monitor all areas of community need — including human services, education, the environment, health care, the arts, and economic development. Once we know what your client cares about most, we can identify ways to ensure those charitable wishes are met.

Community Leadership

We invest in the long term and bring people and organizations together, convening diverse voices to address local issues and opportunities. Our business is building community.

The Community Foundation of NCW manages nearly $57 million in assets in over 400 individualized funds. To date, over $27 million has been invested in a variety of charitable causes and supported post-secondary
education through scholarships for thousands of students across North Central Washington. We care about the communities in our region and work to make our donors’ charitable dreams a reality.

The Community Foundation of NCW is a tax-exempt nonprofit charity. You can download our IRS Determination Letter here. Our Federal ID number is 91-1349486 .

© Community Foundation of NCW 2013 | 9 S Wenatchee Ave, Wenatchee WA 98801
509-663-7716 | info@cfncw.orgfacebook twitter youtube
Website by: Pixel to Press
Federal Tax ID: 91-1349486