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For Professional Advisors 

INVESTMENTS                      RESOURCES                      WORKSHOPS

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

  • Enhance client relationships by expending 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
  • Have a positive impact on the community
  • Potentially retain management of your client’s charitable assets
  • Access to and consultation with PG Calc

We offer your clients customized support to meet their philanthropic objectives: 

  • Gift planning - helping your clients create a legacy
  • Expertise in helping your clients involve their children in their philanthropy
  • Extensive knowledge of current community needs
  • Administrative support to simplify giving
  • Strategic philanthropy planning resources and consulting
  • Collective giving and learning opportunities