Seattle Children's Legacy Advisors are estate and financial planning professionals who share Seattle Children's Hospital and Research Foundation's commitment to advancing philanthropy by educating the public on tax-wise and values-based planning.

Many people are unaware of tax-exempt planning strategies that help them leave a charitable legacy, reduce taxes and maximize benefits from their assets.

By educating ordinary people on the benefits of charitable planning, members of Seattle Children's Legacy Advisors hope to inspire a new community of philanthropists who are able to address their needs for financial security and family legacy while investing in programs that enhance the health and well-being of children.

Expectations

  • Attend a continuing education program sponsored by Seattle Children's Hospital and Research Foundation that trains professionals on advanced tax-exempt planning applications.
  • Attend an Advances at Children's event, which highlights some of the most exciting developments in pediatric medicine, and provides networking opportunities for professionals.
  • Volunteer for Seattle Children's Hospital and Research Foundation by assisting in charitable planning outreach and education efforts.
  • Act in accordance with your profession's standards of conduct and provide appropriate waivers of conflict, disclosures, and disclaimers regarding your relationship with Seattle Children's Hospital and Research Foundation.

Benefits

  • Advisors' names are listed in the Seattle Children's Legacy Advisors Reference List, which is distributed to Seattle Children's constituents, such as those undergoing the estate planning education series.
  • Invitations to continuing education seminars
  • Invitations to Advances at Children's, the Golf Outing for Professional Advisors and other networking events
  • Connection, Seattle Children's quarterly magazine
  • The satisfaction of knowing that your efforts help build a new community of philanthropists who are creating a brighter and healthier future for tomorrow's children

If you are ready to join Seattle Children's Legacy Advisors now, please complete this application.

Contact Jessica Breitbarth at 206-987-4977 or by email if you are interested in joining Seattle Children's Legacy Advisors.