What is a Legacy Advisor?
Many people are unaware of tax-exempt planning strategies that can help them reduce taxes, maximize benefits from their assets, and leave a philanthropic legacy.
Swedish Foundation’s Legacy Advisors are estate- and financial-planning professionals, who share Swedish’s commitment to philanthropic giving to improve the health and well-being of our community. These dedicated professionals help educate the public on tax-wise and values-based planning.
If you are interested in becoming a Legacy Advisor, learn more in our informational brochure and fill out our enrollment form today.
Connect with a Legacy Advisor
If you are seeking a professional to help draft your will, trust, or other estate- and financial-planning documents, Swedish Foundation is happy to provide advisor referrals. Each of our Legacy Advisors acts independently and will provide unbiased, confidential advice and is not employed or endorsed by Swedish Foundation.
Please contact us at 206-215-2235 or [email protected].
Become a Legacy Advisor
We invite you to become a Swedish Foundation Legacy Advisors. By joining us in educating the public on the benefits of charitable planning, you will help build a new community of philanthropists who are able to address their financial security and family legacy needs while also investing in programs that improve the health and well-being of our community.
If you are interested in becoming a Legacy Advisor, learn more in our informational brochure and fill out our enrollment form today.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Already included us in your estate plan? Let us know
More ways to make an impact
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.
Popular tax-smart gifts
Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.