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Partner With Us

Your Trusted, Local Charitable Partner

Relationships are core to our success. Partnering with us ensures your clients receive the highest level of service and expertise when it comes to charitable giving and planning.

The Power of Non-Cash Assets

Giving non-cash assets is a smart way to maximize your clients’ philanthropy.

The Community Foundation for Southwest Washington has expertise in accepting a broad range of assets—both current and deferred—with efficiency and ease. We welcome the opportunity to partner with professional advisors in developing tax-smart strategies with their clients’ full array of assets.

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Advisor Managed Funds

Read our Partnership Overview

We established a Partnership Policy that allows professional advisors to manage their clients’ assets outside of our Community Foundation investment pools. You can better understand and explain how the process works with this helpful document.

Join Our Advisor Network

We regularly gather estate, tax and financial planning professionals to share knowledge and expand opportunities for philanthropic impact in southwest Washington.
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Professional Advisory Council

Our Professional Advisory Council represents a diverse range of expertise and provides vital assistance to the Community Foundation as it works to grow giving in southwest Washington.

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Advisor Events

We host annual networking and educational events for advisors who want to create more meaningful relationships by making charitable planning a robust part of their practice.



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