highlights - seattle foundation...planned giving $250,000 $250,000 $5,000 $500,000 $25,000...

2
Partnering with Seattle Foundation simplifies your giving and strengthens your impact so your philanthropy can be powerful and rewarding, creating the lasting change you want to see in your community. Delivered through a systematic approach of planning and execution, we offer expert counsel and community knowledge to elevate your philanthropy from transactional check writing to transformative social investment. You also benefit from our record of judicious stewardship of charitable assets, reliable fund administration and timely grant distribution. Highlights Community Philanthropy Fund $250,000 $0 Family Foundation $500,000 Bequests Variable $250,000 Planned Giving $250,000 $250,000 $500,000 $5,000 $25,000 $10,000,000 Scholarship Fund Agency Endowments Impact Investing Corporate Foundation Supporting Organization Type of Fund Organizational Philanthropy Special Services Legacy Philanthropy Description Benefits Minimum Set-up Fee Lifetime Philanthropy Using the structure of a donor advised fund, and including philanthropic advising, community insights and judicious stewardship of assets Offers streamlined giving options and allows charitable investment broadly in the changing needs of King County and beyond. $0 Engaging family members across generations, providing advisory board support and access to exclusive multi-gen resources Provides multi-generation philanthropists with a tailored and engaged experience with their giving. $0 $0 $0 $100,000 $5,000 $2,500 Providing a giving opportunity through your estate plan, including the transfer of various asset types Creates a lasting legacy to maximize tax benefits and support the causes and organizations you care about. Providing a channel to give through a charitable trust or other legal structure to accomplish your personal financial and philanthropic goals Offering a giving fund structured to create a more strategic and streamlined philanthropic program that aligns with your business goals Offers current cash flow while leaving a charitable legacy; may provide income and estate tax benefits. Establishes a more proactive and strategic approach to philanthropy, simplifying the administration of giving, and engaging employees. Providing a permanently endowed or quasi-endowed fund managed on behalf of a nonprofit organization Provides annual distributions from the fund’s earnings that may be utilized for unrestricted support of the organization’s mission. Investing capital for special projects from your philanthropic funds Offers both a social and financial return on investment. Benefiting students through a scholarship fund that aligns with your priorities and values Allows establishment of a scholarship fund specified to area of study, geographic area, academic and financial requirements, etc. Creating a 501(c)(3) entity affiliated with Seattle Foundation with a separate governing board of directors Enables philanthropists to operate programs and hire staff. Includes services of Lifetime Philanthropy funds.

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Page 1: Highlights - Seattle Foundation...Planned Giving $250,000 $250,000 $5,000 $500,000 $25,000 $10,000,000 Scholarship Fund Agency Endowments Impact Investing Corporate Foundation Supporting

Partnering with Seattle Foundation simplifies your giving and strengthens your impact so your philanthropy can be powerful and rewarding, creating the lasting change you want to see in your community. Delivered through a systematic approach of planning and execution, we offer expert counsel and community knowledge to elevate your philanthropy from transactional check writing to transformative social investment. You also benefit from our record of judicious stewardship of charitable assets, reliable fund administration and timely grant distribution.

Highlights

Community Philanthropy Fund $250,000$0

Family Foundation $500,000

Bequests Variable

$250,000

Planned Giving $250,000

$250,000

$500,000$5,000

$25,000 $10,000,000

Scholarship Fund

Agency Endowments

Impact Investing

Corporate Foundation

Supporting Organization

Type of Fund

Org

aniz

atio

nal

Phila

nthr

opy

Spec

ial

Serv

ices

Lega

cyPh

ilant

hrop

y

Description Benefits MinimumSet-up Fee

Life

time

Phila

nthr

opy Using the structure of a donor advised fund, and including

philanthropic advising, community insights and judicious stewardship of assets

Offers streamlined giving options and allows charitable investment broadly in the changing needs of King County and beyond.

$0Engaging family members across generations, providing advisory board support and access to exclusive multi-gen resources

Provides multi-generation philanthropists with a tailored and engaged experience with their giving.

$0

$0

$0

$100,000$5,000

$2,500

Providing a giving opportunity through your estate plan, including the transfer of various asset types

Creates a lasting legacy to maximize tax benefits and support the causes and organizations you care about.

Providing a channel to give through a charitable trust or other legal structure to accomplish your personal financial and philanthropic goals

Offering a giving fund structured to create a more strategic and streamlined philanthropic program that aligns with your business goals

Offers current cash flow while leaving a charitable legacy; may provide income and estate tax benefits.

Establishes a more proactive and strategic approach to philanthropy, simplifying the administration of giving, and engaging employees.

Providing a permanently endowed or quasi-endowed fund managed on behalf of a nonprofit organization

Provides annual distributions from the fund’s earnings that may be utilized for unrestricted support of the organization’s mission.

Investing capital for special projects from your philanthropic funds Offers both a social and financial return on investment.

Benefiting students through a scholarship fund that aligns with your priorities and values

Allows establishment of a scholarship fund specified to area of study, geographic area, academic and financial requirements, etc.

Creating a 501(c)(3) entity affiliated with Seattle Foundation with a separate governing board of directors

Enables philanthropists to operate programs and hire staff. Includes services of Lifetime Philanthropy funds.

Page 2: Highlights - Seattle Foundation...Planned Giving $250,000 $250,000 $5,000 $500,000 $25,000 $10,000,000 Scholarship Fund Agency Endowments Impact Investing Corporate Foundation Supporting

CON

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experienced staff. This fund provides ease of adm

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BEQU

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