March 2024
Professional Advisor Newsletter
Hello from Whidbey Community Foundation! 

Tax time is just around the corner, which means your clients may be taking a closer look at charitable giving options as they pull together information for 2023 filings. In this issue, we’re covering three topics that may capture the attention of philanthropic individuals and families this year while they’re talking with advisors about tax preparation.

As always, we appreciate the opportunity to work with you and your clients during tax time and every other time of year. We’re your partner in charitable giving, and it is our pleasure to help you serve your philanthropic clients as they support the causes they love.

Wishing you all the best for tax season! 

~ Whidbey Community Foundation
Tax Return Reviews Help Clients Level Up Charitable Giving Plans
Reviewing tax returns with a client can feel like an administrative task that simply needs to get done. But don’t overlook the value of the review process to point out planning opportunities for this year and beyond, especially related to charitable giving and working with the community foundation.  
Fund Types Tailored To Your Client’s Charitable Goals
Each philanthropic client’s goals are unique, and charitable planning is not a one-size-fits-all proposition. The community foundation offers charitable giving vehicles to meet a wide range of clients’ needs. Discover the many types of funds available through the community foundation and how each may be a fit for certain client situations.
Donor-Advised Funds: Recommended Reading
We’re always on the lookout for trends and legal updates that may impact charitable planning and the work you do for your clients. To that end, we’re sharing recent developments related to donor-advised funds and offering suggested reading materials to help you stay informed. 
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!