Warm fall sunset over water

Serve your clients and your community

As a financial planner, estate attorney or retirement advisor, you commit to guiding your clients to the wisest possible investments for today, for tomorrow and forever. By engaging with the Foundation to learn about the funds and other opportunities that can provide your clients with tax benefits today and with a long-term legacy for the future, you serve their best interests. By supporting the Foundation yourself as a donor or corporate sponsor, you serve Whidbey Island by strengthening local nonprofits while also making a valuable public statement about your community values.