Professional Advisors

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. 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.

From establishing a Donor Advised Fund or Supporting Organization, to providing strategic counsel or integrating philanthropy into an estate plan, our effective philanthropic advising, powerful civic leadership, and judicious stewardship of assets empower philanthropists to create change vis-à-vis the causes that matter to them most. With support from an experienced Philanthropic Advisor, Seattle Foundation provides you and your clients with the guidance needed to create powerful, rewarding philanthropy through an engaging experience.

Seattle Foundation has more than 75 years of experience in philanthropic advising and deep knowledge of community needs. Every day, we communicate, convene and catalyze with our philanthropic partners to advance this vision. Learn more about What We Do and our Core Programs.

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 strategic counsel that enable your clients to unite their passions and discipline to affect lasting change in the causes that matter most to them.

Reflecting the importance of our advisor partners, Seattle Foundation has a Professional Advisors Council that meets quarterly to provide input on our services and programming. If you are interested in serving on the council, please contact Cindy Sharek, Director of Gift Planning, at 206.957.7712.

White Papers

Read about additional strategies for lifetime and legacy giving that can be tailored to support your clients’ philanthropic, wealth management and estate planning goals:

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

Forms and Documents

Worksheets to evaluate your philanthropic interests, plan budgets, or send grant recommendations.

Impact Stories

Your philanthropic journey is part of a larger story community partnership and impact.

Special Services

Tailored services can streamline value and create alignment from complex circumstances.