Stickney Research’s Charitable Giving Financial and Tax Planning package is designed for individuals and families who want their philanthropy to be intentional, tax-efficient, and aligned with their broader financial and estate plans.

Charitable decisions often intersect with liquidity events, equity compensation, real estate sales, and estate planning. When coordinated thoughtfully, these choices can reduce unnecessary taxes, preserve long-term flexibility, and support meaningful causes.

Stickney Research has extensive experience integrating charitable strategies into complex financial lives, supporting initiatives from education and medical care in Africa to conservation, animal rescue, and children’s education, all within a disciplined planning framework.

What this package includes:
• Tax-efficient strategies related to IPOs, stock option exercises, and restricted stock units
• Capital gains mitigation strategies for real estate sales, including alternatives to 1031 exchanges when appropriate
• Analysis of how charitable planning can increase long-term investable assets
• Coordination of charitable goals with estate and legacy planning
• Review of your existing portfolio, financial plan, and estate documents
• The Mapper™, our proprietary analysis that models the financial impact of charitable and planning decisions
• Supporting educational materials and planning reports
• Ongoing economic context relevant to planning decisions
• Coordination and review of charitable trust structures when applicable
• A complimentary copy of Increase Your WORTH: Make More, Give More, Live More

This planning package is appropriate for those who want their giving to reflect careful judgment, not just good intentions, and who understand that charitable impact is strongest when it is integrated into the full financial picture.

To learn more about Stickney Research, visit: StickneyResearch.com

Transform your home with expert guidance from Realm Home, a premier home renovation advisory service designed to help homeowners save time, money, and stress on their projects. With the support of a dedicated advisor, you’ll receive expert planning, budgeting, and contractor negotiation to ensure a seamless renovation experience. What’s Included: Project Planning – Get expert advice and preliminary designs for ADUs, additions, kitchens, bathrooms, interior updates, and landscaping/hardscaping. Budgeting & ROI Insights – Understand the financial impact of your renovation, Learn project cost estimates and potential home value increases. Triple-Vetted Contractor Bidding – Secure three competitive bids from trusted, pre-screened local vendors/contractors. Bid Review & Negotiation – Your advisor will analyze bids and negotiate savings on project costs. Ongoing Support – Receive expert guidance at every stage of your renovation. Special Offer: This package includes our full advisory service (valued at $499) plus a $1,000 construction credit when signing with our contractors.

To learn more about Realm Home, visit: RealmHome.com

Enjoy an unforgettable day on the greens with a foursome of golf at The Club at Snoqualmie Ridge, one of the Pacific Northwest's most breathtaking golf destinations.  Nestled at the base of the Cascade Mountains, this championship Jack Nicklaus Signature Course offers stunning mountain views, emerald fairways, and meticulously maintained greens. 

This experience includes green fees and range balls for four players, giving you and your group the opportunity to play a course known for its strategic design, natural beauty, and memorable vistas around every turn. 

Whether you're playing a relaxing day with friends or a memorable golf outing, this is your chance to play one of Washington's premier courses where gold and scenery come together in spectacular fashion. 

To learn more about The Club at Snoqualmie Ridge, visit: ARCISGolf.com

Gather your favorite wine lovers for an unforgettable tasting experience at Crunchy Red Fruit, your neighborhood destination for thoughtfully curated wines.  This exclusive package invites 6-8 guests to enjoy a guided tasting led by Master Sommelier Jackson Rohrbaugh. 

As you sip and savor, you'll gain insight into flavor profiles, regions, and pairing in a relaxed and welcoming setting.  To continue the experience at home, this package includes a beautifully curated gift basket featuring some of Crunchy Red Fruit's most popular club wines and specialty shop items. 

To learn more about Crunchy Red Fruit, visit: CrunchyRedFruit.com

Indulge your sweet tooth with this delicious dessert gift box from Christie's Catering! Filled with an irresistible assortment of handcrafted mini pies and rich, fudgy brownies, this package is perfect for sharing with family and friends—or savoring all to yourself. A delightful treat for any occasion!

To learn more about Christie's Catering, visit: Christies-Catering.com

Celebrate the spirit and personality of a beloved companion with a beautifully commissioned custom portrait.  The winning bidder will receive an 8" x 10" portrait of a horse, dog, cat, or other cherished pet, thoughtfully created by the artist behind Velvet Dog Studio. 

Working from high-quality reference photos provided by the winning bidder, the artist captures the unique expression, character, and heart of your animal companion in a timeless piece of artwork perfect for display in your home or to gift to a fellow animal lover. 

Whether honoring a current companion or commemorating a beloved horse or pet, this custom portrait will become a meaningful keepsake for years to come. 

To learn more about Velvet Dog Studio, please visit: VelvetDogStudio.BlogSpot.com

Get ready for a fun-filled outing at Forum Social house, where friendly competition meets great entertainment!  This certificate includes two hours in a Topgolf Swing Suite, a high-tech interactive golf simulator experience where you can tee off with friends while enjoying food, drinks, and lively atmosphere. 

The fun continues with eight tickets to Par1 Miniature Golf, an imaginative indoor mini-golf course designed for players of all ages.  Whether you're planning a family outing, date night, or a memorable evening with friends, this certificate offers the perfect mix of friendly competition and social fun. 

Gather your crew, take your best swing, and enjoy an unforgettable experience at one of the area's most exciting entertainment destinations. 

To learn more about Forum Social House, visit: ForumSocialHouse.com

Etched and painted Magnum (1.5L) bottle of Leonetti Cellar 2023 Merlot from the Walla Walla Valley.  This beautiful magenta-colored Merlot opens with an enveloping essence of blackberries picked on a warm summer day. The elegant aromatics develop with dried flowers, wet stones, and herbs. The palate is full and mouth-coating with prominent notes of blue and black fruits. Rich and feminine, with a soft, integrated mouthfeel and a finish that lingers.

To learn more about Leonetti, please visit:  LeonettiCellar.com

Edible Art! Fresh Strawberry Cake with multiple layers of fillings including Vanilla Buttercream, Strawberry Puree, Cream Cheese Buttercream & Nutella

To learn more about Lydia's Cakes & Confections, visit: LydiasCakes.net