Bill Zook

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 […]

Interesting Ways That Interest Rates Affect Charitable Gifts

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 […]

Focusing on Year-end vs. on the (Potential) End of an Era

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 […]

Leading the Way: Leveraging a Charitable Lead Trust for Greater Impact

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 […]

Leveraging Community Foundations to Invest in Causes Clients Care About

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, […]

Tax Updates for 2021 Giving

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 […]