News & Resources

Filing taxes receipts

Professional Advisors

It’s not too early for spring cleaning: Make this the year to help clients get organized 

If you’re already dreading asking your clients to pull together their receipts and other documents for 2022 tax filings, this may be a good time to take proactive steps to avoid being in this same spot next year.

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Grants, Programs and Nonprofit Highlights

Ready To Rise: Through College. In Community.

Learn about the Ready to Rise Yakima Valley program, a mentorship opportunity for high school seniors planning to attend Central Washington University or Yakima Valley College. Benefit from leadership training, community building, mentorship, career preparation, and networking opportunities.

Charitable giving budget

Giving Strategies

Maximize your impact with a charitable giving budget for 2023

6 Tips to help guide your giving when the market is tough, but community needs are high.

Endowment fund

Giving Strategies

What is an Endowment and How Does it Work?

Learn about the ins and outs of endowments in this comprehensive blog post. Discover what an endowment is, how it works, the different types of endowments, what it means to have an endowment, how endowments make money, the benefits of an endowment, and more. Get all your endowment questions answered.

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