Gift Planning Advisor
About this role
Position Overview
Seattle Foundation is seeking a proactive, relationship-oriented, and technically skilled Gift Planning Advisor to join our Philanthropic Services team. Reporting to the Director of Gift Planning, this position serves as a trusted charitable planning resource to donors and their professional advisors - including wealth managers, CPAs, trust officers, and estate planning attorneys – and is directly accountable for converting philanthropic intent into completed documented gifts.
The Advisor is responsible for helping individuals, families, and organizations achieve their philanthropic goals through the establishment of Donor Advised Funds, nonprofit endowment funds, charitable trusts, and documented estate gifts, and owns the growth in charitable assets and deferred gift commitments that result from those relationships.
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