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Looking Forward. Giving Back.

Looking Forward. Giving Back.

By Elena Pullen-Venema
Your trusted resource for professional advisors with clients in Snohomish County.

Providing charitable resources and tools to professional advisors and personalized options to their clients that help meet charitable, legacy, and financial goals while increasing diverse and equitable philanthropy in our community.
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Episode 6: "To Whom Much is Given..." Legacy, Grandkids, Smart Tax Planning, and Muhammad Ali. A Conversation with Attorney Amy Allison and Client Roxi Cronin.
"To whom much is given, much is required." Roxi Cronin is a mother, a daughter, a grandmother, a once - but no longer - "fish out of water" in terms of charitable and financial planning, and a fan of Muhammad Ali. Join me and her estate planning attorney, Amy Allison of Anderson Hunter as the three of us discuss how and why Roxi is choosing to create a legacy for herself and her family through charitable giving. We'll discuss the importance of attorneys and other professional advisors "asking the question" about charitable giving and providing their clients with meaningful options. We'll also hear about Roxi's favorite charitable gifts that she's given through her donor advised fund held at the Community Foundation of Snohomish County. Join us for this latest episode of "Looking Forward. Giving Back."!
33:24
October 20, 2021
Episode 5: Bass Guitars, Charitable Remainder Trusts, and Becoming Your Client's Trusted Advisor. A Conversation with Brian George, Managing Director at the Charitable Advisors Network.
What is a Charitable Remainder Trust? How can a client use life insurance to fulfill their charitable, financial, and estate planning goals? Can a bass guitar player also play the steel drums? Join me and financial planner Brian George of the Charitable Advisors Network, as we answer these questions and share tips on how to  become your client's "Trusted Advisor". Brian and I will chat about how and why he discusses charitable giving options with his clients. He'll tell us a few stories and share examples of how and why he helps clients incorporate charitable goals in their financial, tax and estate planning. We'll also go into detail about specific gifts that support local charities AND provide income for donors and their heirs. Join us for this latest episode of "Looking Forward. Giving Back."!
36:29
September 23, 2021
Episode 4: Bunching, DAFs, IRA QCDs, and Leaving a Better World For Our Kids: A Conversation About Year End Planning With Aalok Shah, CFP
It's September, and year-end financial, tax, and charitable planning discussions between professional advisors and their clients are happening, or will be happening very soon! What is your client's planning outlook for the rest of 2021, and as we enter 2022? What questions are they asking? Do they have concerns about some of the new tax legislation that's being discussed in Washington right now? How will changes affect their financial planning? And what type of legacy do they want to live by and leave to their kids? Join me and episode guest Aalok Shah, CFP and Principal Advisor at Harbour Investments in Portland OR and Edmonds, WA as we explore these questions and more. Aalok and I will chat about how and why he discusses charitable giving options with his clients. He'll tell us a few stories and share examples of how and why he helps clients incorporate charitable goals in their financial, tax and estate planning. We'll also hear about the advice he's providing his clients in light of possible changes that may be made to federal tax laws, how capital gains is treated, and strategies for mitigating tax burdens especially as we close in on the end of 2021. Join us for this latest episode of "Looking Forward. Giving Back."!
34:50
September 2, 2021
Episode 3: Clients, Taxes, Community, Legacy...and the Buffalo Corner. A Conversation with CPA Jenny Keeney.
What options can CPAs and other tax planning professionals offer clients when discussing the "Big Picture" of tax, estate, and legacy goals? What trends are these professional advisors seeing in how clients and their families plan for current and future needs? And what the heck is a Buffalo Corner? Join me and episode guest Jenny Keeney, partner at Blume Keeney CPAs in Everett WA, as we explore these questions and more. Jenny and I will chat about how and why she discusses charitable giving options with her clients. She'll tell us a few stories and share examples of how and why she helps clients incorporate charitable goals in their tax and estate planning. We'll learn how it's helped her strengthen relationships and helped her clients create meaningful legacies in communities they love. We'll also learn about her roots in Snohomish County and why she's made her home here. Join us for this latest episode of "Looking Forward. Giving Back."!
28:18
August 9, 2021
Episode 2: Filling the Bucket: Clients, Charitable Giving and Estate Planning. A Conversation with Attorney Sarah Duncan.
Are you an estate planning attorney? Or maybe you are a financial advisor or an accountant who works with clients as they consider estate planning options. Do you have clients who could benefit from the tax advantages of charitable giving? Maybe you have clients who care deeply about their community and want to leave a charitable legacy through their will or estate. Or maybe you just have clients who are generous people and simply want to support the nonprofits and charitable causes they know and love now and in the future.  In 2019 in the US, individuals contributed $450 billion to charitable causes. Add to that, a recent US Trust study found that 90% of high net worth individuals are already giving to charity, yet less than half of these individuals feel that their advisors are proactive about discussions of philanthropy and how it can affect their overall financial and estate planning picture. Discussing philanthropy is good for business. It’s an important service that advisors can and do use to strengthen relationships with clients and their heirs.  This episode's guest, Sarah Duncan, is an estate planning attorney at Adams and Duncan Lawyers in Everett, WA. She is also President of the Community Foundation of Snohomish County Board of Directors. Sarah will chat with us about how and why she discusses charitable giving options with her clients. She'll tell us a few stories and share examples of how and why she helps clients incorporate charitable goals in their estate planning. We'll learn how it's helped her strengthen relationships and helped her clients create meaningful legacies in communities they love. We'll also learn about her roots in Snohomish County and why she's made her home here. Join us for this latest episode of "Looking Forward. Giving Back."!
34:57
August 5, 2021
Episode 1: Introducing Looking Forward. Giving Back.
Hi, I’m Elena Pullen-Venema, Director of Gift Planning at the Community Foundation of Snohomish County, and this is, “Looking Forward. Giving Back.” This podcast is a place for professional advisors – financial managers, attorneys, accountants, and other client-centered advisors, to obtain key resources, tools, and information about charitable options that can help you meet your clients’ estate, financial, charitable, and tax savings goals, while increasing diverse and equitable philanthropy in our community. You’ll hear from other advisors, clients, and experts in the field of estate, financial and charitable planning. You’ll hear personal stories about what, why, and how clients give, and how their advisors are helping them make the most of that giving. I look forward to sharing all of this and more with you in the episodes to come.
03:28
June 15, 2021