Professional Advisors

Whether you are an attorney, financial planner or tax advisor, the San Juan Island Community Foundation can assist you and your clients in achieving their philanthropic goals as effectively and tax-wise as possible.

You are in a unique position to help your clients maximize the benefits of charitable giving when they are making major decisions related to:

• Estate planning
• Selling a business or a major asset
• Planning for retirement

There are many advantages to partnering with us, including:

• Our public charity status, which provides maximum tax advantages under federal law
• We accept a wide variety of assets (stock, retirement plan investments, life insurance, real estate and more) that not all organizations can accept and,
• We can facilitate even complex forms of giving.

Consider the San Juan Island Community Foundation as the philanthropic partner for you and your clients.

For more information please review the Donor pages and Donor FAQs, or call the office (360) 378-1001 to learn more and hear examples of ways we have worked with professional advisors.