Sharing our Expertise with Advisors
A recent event gave professional estate planners and wealth advisors a chance to learn about our Giving with Impact curriculum.
October 24, 2019
By Allison Parker, Managing Director, Philanthropy Strategies
In September, Seattle Foundation hosted a group of nearly 20 estate planners, wealth advisors and CPAs to share with them a powerful and pragmatic philanthropy curriculum we call Giving with ImpactTM. The two-hour experiential workshop offered a deep look at how we work with philanthropists, connecting the values and interests of donors and their families with pressing community needs and opportunities to make a meaningful difference.
Giving with Impact uses SeaFdn’s community and advising expertise to inspire people to maximize the potential of their generosity and connects them with a vibrant learning community of philanthropic partners. We developed this sector-leading method 13 years ago and continue to refine it as our skills and the needs of philanthropists evolve. The curriculum is designed for philanthropists to create robust personalized giving plans with the support of their philanthropic advisors—and, in doing so, to have a meaningful impact.
Last month’s advisor event included a review of the Giving with Impact toolkit, which contains a presentation deck, interactive exercises and handouts, a giving plan template, and a comprehensive facilitator’s guide. As we discussed ways to guide multi-generational families through a process that identifies their shared motivations, hesitations and priorities, many of the advisors in the room had their own aha moments about how the tools could support their work.
The Giving with Impact curriculum includes various modules for recognizing philanthropic drivers, reluctance and passions as well as for understandings community needs and effective giving strategies. It helps advisors support both lifetime and legacy budgeting and provides expert suggestions for building trust with nonprofits and selecting grantees. It also reveals the ways a philanthropist can address a community issue at the intervention level, the prevention level or the reinvention level where systems are changed at the root of a problem.
SeaFdn plans to offer similar advisor event events every year, in addition to giving special in-house presentations when entire firms wish to learn more. If you would like to receive invitations to future advisor events about Giving with Impact, or to inquire about bringing a member of our team into your office to meet with you and your colleagues, please contact me at firstname.lastname@example.org or 206.515.2128.