April 2024
Professional Advisor Newsletter
Happy spring from Whidbey Community Foundation! 

As the weather warms up and people begin to venture outside, your clients' already busy schedules start to get even busier. Even if your clients are tempted to log off and enjoy the sunshine, we encourage you to help them stay the course. Your clients’ 2024 financial and estate planning goals are important, and now is the time to start tackling those strategies, especially after the tax season dust settles. 

In this issue, we’re covering three topics that can help you counsel your philanthropic clients.

As always, we appreciate the opportunity to work together!

~ Whidbey Community Foundation
Gifts of Appreciated Stock: Let the numbers do the talking
No matter what words you use to express the advantages of giving appreciated assets, it can be hard for clients to truly hear it. Consider showing clients–using numbers and examples–that it really is better to support favorite charities by giving appreciated assets instead of cash. The community foundation is here to help! 
“Shell Funds” and Other Handy Tools for Charitable Clients Who Are Planning Ahead
Help your clients get ahead in their estate planning by leaning into the flexibility and benefits of a fund at the community foundation, including your clients’ ability to leave permanent legacies to support the community for generations to come. 
Charitable Planning for Wealthy Clients: In the spotlight
There’s lots going on in the world of charitable giving! The community foundation team has curated several articles that are worth reading if you’d like to dig deeper into springtime issues that are trending in philanthropy circles.
Thank you to our Corporate Sponsors!
Leader Level
Partner Level
Whidbey Community Foundation Board & Staff
Board of Directors

Nancy Conard, President
Jason Joiner, Vice President
Steve Shapiro, Treasurer/Secretary
Ansel Santosa, Assistant Treasurer/Secretary
Robin Hertlein
Sara Kelly
Aisha Mayfield
Jerry Millhon
Jeff Natter
Helen Price Johnson
George Saul

Jessie Gunn, Executive Director
Maureen Rice, Program Associate
Whidbey Community Foundation is a resource and sounding board as you serve your philanthropic clients. We understand the charitable side of the equation and are happy to serve as a secondary source as you manage the primary relationship with your clients. This newsletter is provided for informational purposes only. It is not intended as legal, accounting, or financial planning advice.  
Thank you for letting Whidbey Community Foundation assist in your charitable efforts!