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Ep 22: Partnering with Community Foundations to Strengthen Client Relationships in Uncertain Times – With Elena Pullen-Venema

By The Flexible Advisor | June 12, 2020

Charitable giving is on the minds of many people, now more than ever.

In this episode, Laura Gregg and David Partain are joined by Elena Pullen-Venema, the Director of Gift Planning at the Community Foundation of Snohomish County (Greater Seattle Area). Elena explains the foundation’s growing commitment to Racial Equity and how grants during the Coronavirus pandemic are being focused on supporting communities of color. She also describes how some foundations are partnering with advisors as they continue to manage clients’ charitable investments.

In this episode, you will learn:

How foundations can help you connect your clients to charities supporting racial equity and Covid-19 relief.
Options for wealth managers to maintain management of charitable investments
How community foundations can help with complex charitable gift structures
Misconceptions about the people and families that create donor-advised funds
And more!

Discover why building relationships with your local community foundations can help you better serve your clients!

Resources:

FlexShares Exchange Traded Funds | Contact Laura Gregg | Contact David Partain | The Community Foundation of Snohomish County | Elena Pullen-Venema on LinkedIn | Association of African American Financial Advisors | FlexShares Diversity Research

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