November 2023
Professional Advisor Newsletter
Greetings from Whidbey Community Foundation! 
Thank you for the opportunity to work together as you serve your philanthropic clients. We are grateful for the many ways our team collaborates with attorneys, accountants, and financial advisors. Whether we are working together to structure a family’s donor-advised fund, a gift of real estate, endowed support for a favorite nonprofit, or a Qualified Charitable Distribution to a field-of-interest fund at the community foundation, our team enjoys and appreciates every minute.

As always, we are here for you! We love serving as your first stop for all things philanthropy.

Wishing you and your family all the best for the Thanksgiving holiday,

– Whidbey Community Foundation
Tips For Clients’ Year-End Giving
Keep a punch list handy for your upcoming meetings with your philanthropic clients. Key items to cover include reviewing clients’ charitable goals, exploring the various fund types available through the community foundation, and understanding the advantages of a community foundation donor-advised fund over those offered by national providers. Our team is here to help! 
Life Insurance: A Key Charitable Planning Tool For Certain Clients
Don’t overlook life insurance as an effective charitable giving tool for certain clients under certain circumstances. You might find that for some clients, buying additional coverage is a solid financial move that also expands the beneficiary pool to include a charitable organization such as the client’s fund at Whidbey Community Foundation.
Philanthropy Tips and Trends
Keep an eye on developing news in the philanthropic sector, including the Charitable Act which would expand charitable deductions to non-itemizers, recent IRS rulings affecting supporting organizations, and the benefits of establishing a field-of-interest or designated fund at the community foundation to focus charitable support on a particular area of need (and take advantage of QCDs, too).  
This newsletter is provided for informational purposes only. It is not intended as legal, accounting, or financial planning advice. 
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!