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. Whether your clients want to start small, create a large family foundation or orchestrate an anonymous gift, they will be guided by an experienced Philanthropic Advisor with deep knowledge of their values, goals and community interests.
Read more about our services to learn which option best meets your client’s needs:
- Family or Personal Foundation (pdf)
- Corporate Foundation (pdf)
- Scholarship Funds (pdf)
- Nonprofit Agency Fund (pdf)
Read about additional strategies for legacy and lifetime giving that can be tailored to support your clients’ philanthropic, wealth management and estate planning goals:
- Sample Language for Bequests (pdf)
- IRAs and Qualified Retirement Plans (pdf)
- Charitable Remainder Trust (pdf)
- Gifts of Life Insurance (pdf)
- Gifts of Real Estate (pdf)
- Private Foundation Services (pdf)
Access important forms and documents, including new fund forms and fees.
Questions? Please don’t hesitate to reach out to our Gift Planning Advisor Cherlyn Cloy. Or check our FAQ for professional advisors.
Be a catalyst
Tell us about yourself and how you’d like to invest in your community. A Seattle Foundation philanthropic advisor will be in touch shortly.