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Banking & Finance

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Strategic focus grows Numerica Charitable Fund

Credit union's emphasis on telling stories leads to more support from its donors
July 30, 2026
Matt Stephens

Consistent donation growth continues to push the Numerica Charitable Fund to new levels as the program distributed 40% more in grants year over year during the 12 months ending in May, according to Numerica Credit Union reports.



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Giving while living gains popularity in the INW

More donors choose to make charitable donations while alive, able to see results of their gifts
July 30, 2026
Karina Elias

Estate planning attorney Julie Olds says she is seeing a growing number of clients who don’t want to wait until they're gone to begin making a charitable impact. Instead, they are choosing to give during their lifetimes, allowing them to see the results of their philanthropy and involve family members in decisions about where their money goes.



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Tax-free retirement planning through insurance

A powerful duo: Properly designed Indexed Universal Life, Roth IRA annuities
July 30, 2026
Todd Radwick

For people who want protection, flexibility, and predictable retirement income, a properly designed cash value life insurance policy — such as an Indexed Universal Life policy — paired with a Roth individual retirement account funded by a guaranteed lifetime income annuity can be a powerful planning combination. 


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Basset hound rescue donates assets to SpokAnimal

Nonprofit's closure prompts transfer of $50K, resources
July 30, 2026
Matt Stephens

Washington Basset Rescue is preserving its nearly four-decade legacy by entrusting more than $50,000 in remaining assets to SpokAnimal C.A.R.E., a final effort by the Spokane-based rescue to help animals after its closure.




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You gave generously, but was it efficient?

Thoughtful planning helps your resources fulfill goals
July 30, 2026
Shea Meehan

Regardless of why you give, you should consider how you give. Efficient giving takes knowledge and a plan. When done well, it can leave you with more resources to give and, ultimately, increase the benefit received by a charity and the people or causes it serves.


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Numerica sets new monthly lending record

Valley-based credit union's performance driven by growth in multiple channels
June 18, 2026
Matt Stephens

Numerica Credit Union reached a new milestone earlier this year, funding $114.8 million in loans in March, the highest monthly total in the Spokane Valley-based institution's history.


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Secure noncompetes with strategic ownership

Noncompetition covenants barred as of June 30, 2027
June 18, 2026
Shea Meehan

As of June 30, 2027, Washington state law will prohibit noncompetition covenants in most employment and independent contractor relationships.


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Historic wealth transfer boosts probate work here

Spokane-area estate planning attorneys are in strong demand
June 18, 2026
Karina Elias

Probate work is rapidly increasing at some Spokane-area estate planning law firms as attorneys begin to see the effects of the nation’s historic transfer of wealth from baby boomers to their heirs.



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Advising needs are ramping up amid silver tsunami

More baby boomers eyeing retirement, succession tips
June 18, 2026
Ethan Pack

Driven by a silver tsunami of retiring baby boomers, Spokane-based Stewardship Concepts Financial Services LLC has seen its assets under management surge from $78 million in 2024 to $200 million in April 2026, says Noah Schwab, co-owner and certified financial planner at Stewardship Concepts.




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Auto loan volumes increase despite price hikes

Inland Northwest financial institutions see increase in new car loans, refinancing
June 18, 2026
Karina Elias

Even as higher vehicle prices, insurance premiums, and borrowing costs continue to squeeze household budgets, Spokane-area lenders say auto loan activity is picking up this year as customers refinance existing loans, stretch payment terms, and hunt for more affordable vehicles. 


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