a look back | a look ahead seattle foundation services

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