Help your clients make the most of their philanthropy — today and into the future.
Seattle Foundation and professional advisors create the perfect partnership
Attorneys, wealth managers and accountants are often the first people consulted when a person is ready to think about philanthropy. Seattle Foundation recognizes that trusted professional advisors are a valuable source of information and counsel on strategies for both lifetime and legacy giving. We help advisors identify the best solutions for clients, from establishing a Family Foundation or Community Philanthropy Fund, to providing strategic counsel or back office support to private foundations, to integrating philanthropy into an estate plan.
With support from an experienced Philanthropic Advisor, your clients can realize the nexus of their values, interests and wealth with proven philanthropic strategies that deliver measurable community impact. Our effective philanthropic advising, deep community knowledge, powerful civic leadership and judicious stewardship of assets empower philanthropists to create change in the causes that matter to them most.
Seattle Foundation offers a suite of services that support a broad range of philanthropists, from the self-directed donor to the social-impact-centered investor to the multi-gen family to the socially responsible business. Our services support lifetime, legacy and corporate philanthropy through strategic giving and impact investing.
Forms & Documents
Attorneys, wealth managers and accountants are often the first people consulted when a person is ready to think about philanthropy. Find the most commonly used forms and documents (including sample language for gifts to Seattle Foundation).
You can conveniently and easily support your clients’ partnership with Seattle Foundation. Find answers to your frequently asked questions to get started creating powerful, rewarding philanthropy.
Seattle Foundation has more than 75 years of experience in philanthropic advising and deep knowledge of community needs. We can provide you and your clients with the support needed to create powerful, rewarding philanthropy through an engaging experience.
Be a catalyst
We can enhance your practice. Whether you are ready to refer a client immediately, or would like to learn more about the services we offer, contact Seattle Foundation and a philanthropic advisor will be in touch shortly.
The Voice of Philanthropy in Our Community
- November 7, 2022 | Annual Investment BriefingAnnual Investment Briefing Monday, November 7, 2022, 3:00 – 4:15 pm Join us to learn more about Seattle Foundation’s investment strategy as well as overall […]
- Interesting Ways That Interest Rates Affect Charitable GiftsDonors can increase their giving by strategizing around federal discount rates. By Bill Zook, Senior Advisor, Gift Planning High or low, rising or falling, interest […]
- Naming a Trustworthy CRT TrusteeA charitable remainder trust works best with a capable captain at the helm of a well-built boat. By Bill Zook, Senior Advisor, Gift Planning While […]