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. We recognize that trusted professional advisors are a valuable source of information and counsel on strategies for lifetime and legacy giving. We help your clients connect their values, interests and wealth with proven philanthropic strategies to deliver measurable community impact.

Work With Us 

Philanthropy matters to your clients—whether they mention it directly or not. Studies show that 34% of clients want philanthropy discussed in the very first meeting. Advisors who include charitable planning in their conversations consistently stand out, with significantly higher Net Promoter Scores—a key loyalty metric often tied to business growth—compared to those who don’t. 

Whether you’re experienced in charitable planning or just starting to explore it, Seattle Foundation can be your partner in helping clients reach their philanthropic goals. We offer: 

• Premium Donor Advised Funds (DAFs) with enhanced services and the ability to accept complex and appreciated assets—providing a smart strategy for navigating Washington’s capital gains tax (a unique advantage among local DAF providers). 

• Flexible alternatives to private foundations, offering minimal administrative burden and access to tailored grantmaking support and advisory services. 

• Custom charitable legacy plans with no upfront cost, designed to align with your clients’ long-term giving goals. 

• Strategic philanthropic advising, including impact measurement, mission development, and support for multigenerational family giving. 

• An integrated approach that aligns your clients’ financial, estate, and tax planning with effective philanthropic tools. 

Professional Advisors Council

We value the trust professional advisors place in us when they refer clients to Seattle Foundation. We continuously earn this trust through highly professional service and reliable counsel that enable your clients to unite their passions and discipline to effect lasting change in the causes that matter most to them.

Questions? Please don’t hesitate to reach out to Cindy Sharek, Director of Gift Planning, or check our FAQ for professional advisors.