a look back | a look ahead seattle foundation services
TRANSCRIPT
New Choices in Services, Pricing and InvestmentsA Look Back, A Look Ahead
AgendaWELCOME
A LOOK BACK, A LOOK AHEAD | Tony Mestres
INVESTMENT GOVERNANCE | Steve Hill
INVESTMENT PERFORMANCE | Brian Crawford
CONVERSATION AND WHAT’S NEXT | Tony, Brian & Fidelma
1billionin total investment in Greater Seattle since 1946
$100m2015 Grants$100mGifts
$
impact
community
leadership
value
identity
pricerelevance
As your community foundation, we are a vocal and engaged leaderin communicating, convening and catalyzing collective action that positively impacts the people of Greater Seattle.
Delivered through asystematic approach of philanthropic planning and execution, our expert counsel and support elevates your philanthropy from transactional check writing to transformativesocial investment.
Our deep insight and authentic connection toour communities and nonprofit organizations provide proven, actionable approaches to effectively guide your philanthropic investments.
As a respected fiduciary of our community’s charitable funds for 70 years, Seattle Foundation provides principled oversight and investment of your philanthropic assets to support you in achieving your lifetime and legacy giving goals.
HEARTSCIENCE
the
of philanthropy
&
A Look Back…Limited Service Offerings
Perceived As Costly
Limited Investment Choices
Unclear Community Impact
…A Look AheadResponsive and Personalized Services
Sharp, Value-based Pricing
Broader Investment Options
Communication of Impact & Leadership
Seattle Foundation Services
Lifetime PhilanthropyCOMMUNITYPHILANTHROPY FUND Using the structure of a donor advised fund, and including philanthropic advising, community insights and judicious stewardship of assets
FAMILYFOUNDATIONEngaging family members across generations, providing advisory board supportand access to exclusivemulti-gen resources
Legacy PhilanthropyBEQUESTSCreate a lasting legacy to maximize tax benefits and support the causes and organizations you care about. Bequests are gifts made through your estate plan, which can include the transfer of various asset types.
PLANNED GIVINGProviding a channel to give through a charitable trust or other legal structure to accomplish your personal financial & philanthropic goals
Organizational PhilanthropyCORPORATE FOUNDATIONOffering a giving fund structured to create a more strategic and streamlined philanthropic program that aligns with your business goals
AGENCY ENDOWMENTSProviding a permanently endowed or quasi-endowed fund managed on behalf of a nonprofit organization
Specialized ServicesGLOBALGIVING Support for global causes and giving to non-US based NGOs
IMPACTINVESTINGInvesting capitalfor special projects from your philan-thropic funds
SCHOLARSHIPFUNDBenefiting students by giving to a scholarship fund that aligns with your priorities and is designed to your specifications
SUPPORTINGORGANIZATIONCreating a 501(c)(3) entity affiliated with Seattle Foundation with a separate governing board of directors
Specialized ServicesGLOBALGIVING Support for global causes and giving to non-US based NGOs
IMPACTINVESTINGInvesting capitalfor special projects from your philan-thropic funds
SCHOLARSHIPFUNDBenefiting students by giving to a scholarship fund that aligns with your priorities and is designed to your specifications
SUPPORTINGORGANIZATIONCreating a 501(c)(3) entity affiliated with Seattle Foundation with a separate governing board of directors
Lifetime PhilanthropyCOMMUNITYPHILANTHROPY FUND Using the structure of a donor advised fund, and including philanthropic advising, community insights and judicious stewardship of assets
FAMILYFOUNDATIONEngaging family members across generations, providing advisory board supportand access to exclusivemulti-gen resources
Legacy PhilanthropyBEQUESTSCreate a lasting legacy to maximize tax benefits and support the causes and organizations you care about. Bequests are gifts made through your estate plan, which can include the transfer of various asset types.
PLANNED GIVINGProviding a channel to give through a charitable trust or other legal structure to accomplish your personal financial & philanthropic goals
Organizational PhilanthropyCORPORATE FOUNDATIONOffering a giving fund structured to create a more strategic and streamlined philanthropic program that aligns with your business goals
AGENCY ENDOWMENTSProviding a permanently endowed or quasi-endowed fund managed on behalf of a nonprofit organization
LifetimePhilanthropyCOMMUNITY PHILANTHROPY FUND Using the structure of a donor advised fund, and including philanthropic advising, community insights and judicious stewardship of assets
FAMILY FOUNDATIONEngaging family members across generations, providing advisory board support and access to exclusive multi-gen resources
Specialized ServicesGLOBALGIVING Support for global causes and giving to non-US based NGOs
IMPACTINVESTINGInvesting capitalfor special projects from your philan-thropic funds
SCHOLARSHIPFUNDBenefiting students by giving to a scholarship fund that aligns with your priorities and is designed to your specifications
SUPPORTINGORGANIZATIONCreating a 501(c)(3) entity affiliated with Seattle Foundation with a separate governing board of directors
Lifetime PhilanthropyCOMMUNITYPHILANTHROPY FUND Using the structure of a donor advised fund, and including philanthropic advising, community insights and judicious stewardship of assets
FAMILYFOUNDATIONEngaging family members across generations, providing advisory board supportand access to exclusivemulti-gen resources
Legacy PhilanthropyBEQUESTSCreate a lasting legacy to maximize tax benefits and support the causes and organizations you care about. Bequests are gifts made through your estate plan, which can include the transfer of various asset types.
PLANNED GIVINGProviding a channel to give through a charitable trust or other legal structure to accomplish your personal financial & philanthropic goals
Organizational PhilanthropyCORPORATE FOUNDATIONOffering a giving fund structured to create a more strategic and streamlined philanthropic program that aligns with your business goals
AGENCY ENDOWMENTSProviding a permanently endowed or quasi-endowed fund managed on behalf of a nonprofit organization
LegacyPhilanthropyBEQUESTSCreate a lasting legacy to maximize tax benefits and support the causes and organizations you care about. Bequests are gifts made through your estate plan, which can include the transfer of various asset types.
PLANNED GIVINGProviding a channel to give through a charitable trust or other legal structure to accomplish your personal financial & philanthropic goals
Specialized ServicesGLOBALGIVING Support for global causes and giving to non-US based NGOs
IMPACTINVESTINGInvesting capitalfor special projects from your philan-thropic funds
SCHOLARSHIPFUNDBenefiting students by giving to a scholarship fund that aligns with your priorities and is designed to your specifications
SUPPORTINGORGANIZATIONCreating a 501(c)(3) entity affiliated with Seattle Foundation with a separate governing board of directors
Lifetime PhilanthropyCOMMUNITYPHILANTHROPY FUND Using the structure of a donor advised fund, and including philanthropic advising, community insights and judicious stewardship of assets
FAMILYFOUNDATIONEngaging family members across generations, providing advisory board supportand access to exclusivemulti-gen resources
Legacy PhilanthropyBEQUESTSCreate a lasting legacy to maximize tax benefits and support the causes and organizations you care about. Bequests are gifts made through your estate plan, which can include the transfer of various asset types.
PLANNED GIVINGProviding a channel to give through a charitable trust or other legal structure to accomplish your personal financial & philanthropic goals
Organizational PhilanthropyCORPORATE FOUNDATIONOffering a giving fund structured to create a more strategic and streamlined philanthropic program that aligns with your business goals
AGENCY ENDOWMENTSProviding a permanently endowed or quasi-endowed fund managed on behalf of a nonprofit organization
OrganizationalPhilanthropyCORPORATE FOUNDATIONOffering a giving fund structured to create a more strategic and streamlined philanthropic program that aligns with your business goals
AGENCY ENDOWMENTSProviding a permanently endowed or quasi-endowedfund managed on behalf ofa nonprofit organization
Specialized ServicesGLOBALGIVING Support for global causes and giving to non-US based NGOs
IMPACTINVESTINGInvesting capitalfor special projects from your philan-thropic funds
SCHOLARSHIPFUNDBenefiting students by giving to a scholarship fund that aligns with your priorities and is designed to your specifications
SUPPORTINGORGANIZATIONCreating a 501(c)(3) entity affiliated with Seattle Foundation with a separate governing board of directors
Lifetime PhilanthropyCOMMUNITYPHILANTHROPY FUND Using the structure of a donor advised fund, and including philanthropic advising, community insights and judicious stewardship of assets
FAMILYFOUNDATIONEngaging family members across generations, providing advisory board supportand access to exclusivemulti-gen resources
Legacy PhilanthropyBEQUESTSCreate a lasting legacy to maximize tax benefits and support the causes and organizations you care about. Bequests are gifts made through your estate plan, which can include the transfer of various asset types.
PLANNED GIVINGProviding a channel to give through a charitable trust or other legal structure to accomplish your personal financial & philanthropic goals
Organizational PhilanthropyCORPORATE FOUNDATIONOffering a giving fund structured to create a more strategic and streamlined philanthropic program that aligns with your business goals
AGENCY ENDOWMENTSProviding a permanently endowed or quasi-endowed fund managed on behalf of a nonprofit organization
SpecializedServicesGLOBALGIVING Support for global causes and giving to non-US based NGOs
SCHOLARSHIPFUNDBenefiting students by giving to a scholarship fund that aligns with your priorities and values and is designed to your specifications
SUPPORTINGORGANIZATIONCreating a 501(c)(3) entity affiliated with Seattle Foundation with a separate governing board of directors
IMPACTINVESTINGInvesting capitalfor special projects from your philanthropic funds
Incubators & Accelerators
Working with philanthropists, public sector and private sector partners to incubate community impact initiatives.
Value-based Pricing
Investment AdministrativeCost
in the
Community
Competitive Value-based Pricing
Based on service usage
Reduced up to 33% for Lifetime Philanthropy
Optional add-on specialized services
Standardized minimum fund size
COMMUNITY INVESTMENT FEE:
Investment Choices
Investment ContinuumShort-Term Pool
Intermediate Pool
Long-Term Pools: Balanced • Index • Socially Responsible Investment Pool
Growth Pool
SHORT-TERM GIVING HORIZONlower risk | lower returns
LONG-TERM GIVING HORIZONhigher risk | higher returns
Cash EquitiesInvestment Fee by Pool Option
Investment Partners
Investment Partners