Forms and Documents

Clients discuss forms with an advisor


You can conveniently and easily support your clients’ partnership with Seattle Foundation. Below are online forms and documents to complete and transmit electronically in order to get started creating powerful, rewarding philanthropy through Seattle Foundation.

Forms

Fund forms, fees and sample language

New Fund Form – Individuals and Families (pdf)

New Fund Form – Corporate (pdf)

New Fund Form – Bequest (pdf)

Services & Fee Overview (pdf)

Sample Language for Bequests (pdf)

Learn more

Explore our services, including fund options and white papers.

Questions? Please reach out to our Gift Planning Advisor Cherlyn Cloy or explore our FAQ for professional advisors.