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.
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. An... Read more
27 Sep 2022
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34mins
Episode 18: The Importance of a "Philanthropic Back Office", Growing Your Client Referrals, and Gonzaga Fandom. A Conversation with Ross Rettenmier of SagePoint Financial.
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 Foundatio... Read more
15 Sep 2022
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32mins
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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.
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 owne... Read more
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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.
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.
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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.
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... Read more
11 Apr 2022
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40mins
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.
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? ... Read more
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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.
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 advan... Read more
3 Mar 2022
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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
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 part... Read more
26 Jan 2022
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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
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"Tax codes are not just for the 1%!" An important reminder from my latest podcast guest, Laird Norton Fiduciary Senior A... Read more
11 Jan 2022
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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.
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... Read more
31 Dec 2021
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41mins
