For Advisors
Wednesday May 21, 2025
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
In a series of letters, the Internal Revenue Service (IRS) provided advice to late filers, those who have extended their deadline to file until October and nonprofits. Taxpayers who missed the April...More |
Case of the Week
Abigail was a wonderful and spirited 80-year-old woman. She worked in her garden, handled all her finances and played golf each weekend. In addition to her busy schedule, she also made time to help at...More |
Article of the Month
A common misconception about charitable giving is that it is only for retired or wealthy donors. But charitable giving is a powerful tool for individuals of all ages and income levels who want to make...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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