For Advisors
Monday July 20, 2026
We hope this gift planning site can help you and your clients evaluate options for how best to maximize their philanthropy and financial goals through Seattle Foundation. For more information about how to get involved as an advisor and give back to your community through involvement with the Foundation (including our Professional Advisors Continuing Education program), please check out this page on our main website.
We hope you'll also explore the resources below independently or with clients, and reach out with any questions or feedback for our gift planning team.
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
Deduction Calculator
The GiftLaw Calculator is a planned giving resource for professionals that follows the IRS format. Click here to access and run charitable deduction calculators, or contact us for more assistance with your client's specific needs.View Presentation |
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Washington News
As cybercriminals continue to target tax professionals with increasingly sophisticated attacks, the Internal Revenue Service (IRS) and its Security Summit partners are reminding practitioners to...More |
Case of the Week
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in Quentin the value...More |
Article of the Month
Charitable gift annuities (CGA) have long been a trusted option for donors who want to make a meaningful gift while receiving reliable, fixed payments. With a CGA arrangement, the donor contributes...More |
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Private Letter Ruling
Decedent passed away and was survived by Spouse. Under Sec. 6018(a), Decedent’s estate (Estate) was not required to file Form 706, United States Estate (and Generation-Skipping Transfer) Tax...More |
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