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 community and want to leave a charitable legacy through their will or estate. Or maybe you just have clients who are generous people and simply want to support the nonprofits and charitable causes they know and love now and in the future. 

In 2019 in the US, individuals contributed $450 billion to charitable causes. Add to that, a recent US Trust study found that 90% of high net worth individuals are already giving to charity, yet less than half of these individuals feel that their advisors are proactive about discussions of philanthropy and how it can affect their overall financial and estate planning picture. Discussing philanthropy is good for business. It’s an important service that advisors can and do use to strengthen relationships with clients and their heirs. 

This episode's guest, Sarah Duncan, is an estate planning attorney at Adams and Duncan Lawyers in Everett, WA. She is also President of the Community Foundation of Snohomish County Board of Directors. Sarah will chat with us about how and why she discusses charitable giving options with her clients. She'll tell us a few stories and share examples of how and why she helps clients incorporate charitable goals in their estate planning. We'll learn how it's helped her strengthen relationships and helped her clients create meaningful legacies in communities they love. We'll also learn about her roots in Snohomish County and why she's made her home here. Join us for this latest episode of "Looking Forward. Giving Back."!