PODCAST · business
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.
Episodes
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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.
When and why do nonprofit organizations need an audit? Why should nonprofits NOT ALWAYS go with the cheapest auditor. And how cool is it that one of my two favorite CPAs is a farmer, and the other is an Improv mastermind? Join us in this episode of "Looking Forward. Giving Back." as we dive deep...
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Episode 18: The Importance of a "Philanthropic Back Office", Growing Your Client Referrals, and Gonzaga Fandom. A Conversation with Ross Rettenmier of SagePoint Financial.
Many of my listeners have heard me use the phrase "philanthropic back office" when talking about the Community Foundation's relationship with professional advisors. In this episode, meet Ross Rettenmier, the financial advisor who coined that phrase many years ago! Hear about how Ross talks to...
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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.
What do Employment Law, Succession Planning, and Landlord/Tenant Rights have to do with working with women business owners in India? How has a local attorney used her commitment to community justice, child welfare, and a love for contracts to create a successful estate planning practice? And what...
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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.
Philanthropic Advising is a thing! Philanthropic Advisors provide critical resources to professional advisors and their clients. Join us in this episode of "Looking Forward. Giving Back." as we welcome Stephanie Ellis Smith, Philanthropic Advisor and Founder of Phila Engaged Giving. Stepahanie...
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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.
What happens after an advisor refers a client to the Community Foundation of Snohomish County? What does "donor services" really mean? How can our team help your clients meet their perfect charitable "match"? (Think Match.com, but not in a creepy way ;-) ). Join us for a conversation with…
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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.
Why is it critical that wealth managers understand that women are not a "niche market" in the financial services world? What are simple strategies advisors can use to meet clients' legacy and estate goals while protecting their assets? Where is the hottest jazz club in Hermosa Beach? Join me and...
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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.
How has the SECURE Act changed critical aspects of estate planning? How can you use these changes to your client's advantage, helping them protect their assets AND their legacy at the same time? What are the key components of pre-planning and what are the dangers of not doing all of them? And why...
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Episode 12: Growing CFSC's Nonprofit Services in a Zoom Exhausted World: A Conversation with Nekya Johnson, CFSC's Director of Community Impact & Grantmaking
What is the Community Foundation of Snohomish County's Nonprofit Services Program? How does our local knowledge and partnerships with nonprofits grow the impact of donor gifts and the grants they make? And why do we all need to take a lesson from Mrs. Lorraine Young (aka Nekya's mom) on how to...
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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
"Tax codes are not just for the 1%!" An important reminder from my latest podcast guest, Laird Norton Fiduciary Senior Analyst and Trust Guru Debra Smiley. Join me and Debra as we dig deep into the world of charitable remainder trusts and other income-generating gifts that can help your clients...
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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.
What EXACTLY does the Community Foundation of Snohomish County do? How do community foundations in general play a unique role in growing community philanthropy? Why and how is CFSC growing our commitment to professional advisors? And MOST IMPORTANTLY, why won't my boss commit to doing a triathlon...
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Episode 9: Being culturally nimble in estate planning and finding your purpose: A conversation with attorney Cari Jackson Lewis, founder and principal advisor at California Philanthropic Consulting
How can professional advisors help clients create an estate plan that allows them "to be the good they want to see in the world"? Being your client's "most trusted advisor" is "part of the DNA of being an estate planning attorney." Join us as estate planning attorney Cari Jackson Lewis and I...
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Episode 8: What's Important to Your Family? What's the best Way to Discuss Legacy with the Grandkids? And Why Does JD Always Have to Mention Marvel or Star Wars?
This short 2-part series of our podcast is an opportunity to chat about how kids and their families can make a difference in a community and support causes they love not only now but throughout the year. We’ll discuss what's the best way to start conversations about generosity, community, and…
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Episode 7: Kids, Money, Charitable Giving, and Yoda - A conversation with Autrina Martindale of Primerica Financial Services and 7th grader JD Venema on why giving matters to a middle schooler
With the end of the year quickly approaching, a lot of us are thinking about charitable giving for a variety of reasons. Maybe it’s year-end tax planning. Or perhaps we have a family tradition of giving back to the community in a special way during the holidays. For that reason, I thought it…
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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…
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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...
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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…
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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…
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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...
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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...
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ABOUT THIS SHOW
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.
HOSTED BY
Elena Pullen-Venema
CATEGORIES
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Frequently Asked Questions
How many episodes does Looking Forward. Giving Back. have?
Looking Forward. Giving Back. currently has 19 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Looking Forward. Giving Back. about?
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...
How often does Looking Forward. Giving Back. release new episodes?
Looking Forward. Giving Back. has 19 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Looking Forward. Giving Back.?
You can listen to Looking Forward. Giving Back. on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Looking Forward. Giving Back.?
Looking Forward. Giving Back. is created and hosted by Elena Pullen-Venema.
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