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PROFESSIONAL ADVISOR CONTINUING EDUCATION (PACE) SEMINAR SERIES


Register online

Safeguarding Digital Assets through Estate Planning
(June 10 and 12, 2014)

PROFESSIONAL ADVISOR BULLETIN


This quarterly briefing delivers valuable information that enables you to advance the philanthropic interests of your clients.

Download the latest edition (March 2014)




 



















As a professional advisor partnering with The Seattle Foundation, you can: 

  • Enhance client relationships by making available a variety of philanthropic products
  • Offer clients customized giving options that meet their needs and interests
  • Benefit from The Seattle Foundation’s solid community reputation and leadership
  • Potentially retain management of your client’s charitable assets
  • Access to the charitable giving expertise of PG Calc

The Seattle Foundation's unique offerings: 

  • Gift planning - helping your clients create a legacy
  • Involvement of children in the family's philanthropy
  • Extensive knowledge of current community needs
  • Administrative support to simplify giving
  • Strategic philanthropic planning resources and consulting
  • Collective giving and learning opportunities
Upcoming Events
Mar 25, 2014 12:00 PM to 2:00 PM
Location: Washington Athletic Club, Seattle
Featuring Frank Minton, acclaimed speaker, author, and recipient of the Distinguished Service Award from the Partnership for Philanthropic Planning (PPP), Council for the Advancement and Support of Education (CASE), and the Washington Planned Giving Council (WPGC).
Jun 10, 2014 12:00 PM to 2:00 PM
Location: Washington Athletic Club, Seattle
Featuring Rochelle L. Haller, shareholder of Graham & Dunn and a member of the firm’s Estate Planning team.