Bill serves as an independent consultant for Seattle Foundation, working closely with philanthropists to provide personalized planned giving options. Personal philanthropic interestsand passions: Bill has worked with Seattle Foundation for more than two decades to help philanthropists and their advisors identify, assess and implement charitable gifts. With a background as an estate planning lawyer, he brings […]
Those who work with donors must be ever mindful that their hearts don’t take a day off. Still, the head has a critical role to play in bringing tax and financial considerations to bear so that charitable benefit can be maximized. By Bill Zook, Senior Advisor, Gift Planning To paraphrase the Rev. Dr. Martin Luther […]
Donors can increase their giving by strategizing around federal discount rates. By Bill Zook, Senior Advisor, Gift Planning High or low, rising or falling, interest rates in the broader economy can have either a direct or an indirect impact on various charitable giving arrangements. In some cases, the impact can be sizeable, while in others […]
A 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 it will often fall to a client’s lawyer, advisors working in many different professions are called upon from time to time to identify an appropriate fiduciary to help implement the […]
Given the broad consensus that new rules affecting charitable giving are in the offing, it may be tempting to plan based on what may change and when. It remains worth considering what can be achieved under current law. As the year’s end approaches, here are a few attractive approaches. By Bill Zook, Senior Advisor, Gift Planning […]
Understand how partnering with Seattle Foundation and utilizing a Charitable Lead Trust (CLT) can provide resources to local communities and help donors achieve a variety of personal financial goals. By Bill Zook, senior advisor, gift planning Many donors are examining their giving practices and looking for ways to support Black, Indigenous, and people of color […]
Seattle Foundation can help meet the philanthropic goals of private foundation clients. By Bill Zook, senior advisor, gift planning Seattle Foundation has a long history of helping philanthropists and their advisors explore ways to support causes close to their hearts. Sometimes, a client’s philanthropic goals can only be met through a private foundation. Other times, […]
Legislation enacted at the end of 2020 to provide additional COVID-19 relief has implications for charitable gifts made in 2021. By Bill Zook, senior advisor, gift planning, and Allison Parker, managing director, philanthropy strategies Legislation enacted in the closing days of 2020 to provide additional COVID-19 relief and fund the federal government for the better […]
How do the SECURE Act and the CARES Act affect your charitable giving? By Bill Zook and Allison Parker Two new laws have passed over that last year that have an impact on charitable giving. Last year’s SECURE Act focuses on changes to retirement accounts and this year’s CARES ACT is the $2 trillion economic […]
