How-To > Business > Nonprofit

Looking Forward. Giving Back.

Looking Forward. Giving Back.

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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.

Recent Episodes

  • Episode 19: The Ins and Outs of a Nonprofit Audit and Two of the Coolest CPAs in SnoCo. A Conversation with Madchen Petrie of the Pacific Science Center and Keaton Werson of Wersen Nonprofit CPAs.

    2 years ago

  • Episode 18: The Importance of a "Philanthropic Back Office", Growing Your Client Referrals, and Gonzaga Fandom. A Conversation with Ross Rettenmier of SagePoint Financial.

    2 years ago

  • Episode 17: How a Community Organizer in India Becomes an Estate Planning Attorney in Snohomish, and Why You Should NEVER Say, "I Would Never...". A Conversation with Attorney Paige Buurstra.

    2 years ago

  • Episode 16: "Your Whisper is a Roar", the X-Ray Year, and Three Tips for Talking to Clients About Philanthropy. A Conversation with Philanthropic Advisor, Stephanie Ellis Smith.

    2 years ago

  • Episode 15: What Happens When You Refer a Client to Us? Building Trust, Growing Networks, and Match.com for Donors. A Conversation with CFSC's Vice President Angelique Leone.

    2 years ago

  • Episode 14: Everyone Can Be Charitable, Women Are Not a "Niche Market", and the Lighthouse Jazz Club Is THE Place to Be! A Conversation with CFP Rene Nourse of Urban Wealth Management.

    2 years ago

  • Episode 13: Estate Pre-Planning, Using Charitable Remainder Trusts to Stretch IRA Distributions for Heirs, and Dogs as Running Buddies. An Estate Planning Conversation with Attorney Chandra Lewnau.

    2 years ago

  • Episode 12: Growing CFSC's Nonprofit Services in a Zoom Exhausted World: A Conversation with Nekya Johnson, CFSC's Director of Community Impact & Grantmaking

    2 years ago

  • Episode 11: Charitable Remainder Trusts and Getting Lost in IKEA: A Conversation about Estate, Financial & Trust Planning with Debra Smiley, Senior Fiduciary Analyst at Laird Norton Wealth Management

    2 years ago

  • Episode 10: CFSC 101 - Who we are. What we do. And why won't my boss do a triathlon with me? A conversation with Community Foundation CEO Karri Matau.

    2 years ago