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