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.