Advisor Resources
Leave 10 Tools for Professional Advisors
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Becoming a Champion
Planned Giving Toolkit
Tools and Resources for Advisors
Philanthropic Organizations
Marketing Materials
Become a Leave 10 South Sound Champion!
Enhance client relationships. Become a trusted advisor. Differentiate your practice. Support intergenerational planning. Help make our communities stronger!
Leave 10 Advisor Toolkit
Leave 10 Advisor Toolkit: Resources for Engaging Clients in Discussions about Philanthropy, by Leave10.org
Tools and Resources for Advisors
Building Your Team
- High Performance Teaming and Professional Collaboration: A Multidisciplinary Team Approach to Estate Planning, by the National Association of Estate Planners and Councils
- Identifying Professional Relationships That Make a Difference, Kathryn Miree
- Getting Buy-in to Develop a Collaborative Team, Dave Holaday and John Warnick
Planned Giving Overviews
- Charitable Gifts Reference Chart
- Planned Giving in a Nutshell: Seventh Edition, Craig C. Wruck
- The Complete Guide to Planned Giving, Debra Ashton
- Charitable Gifts of Noncash Assets, Bryan Clontz
- Helping Wealth Advisors Increase Philanthropic Impact for High Net Worth Clients, Nadia Roumani, Stanford University Effective Philanthropy Learning Initiative
- The Philanthropic Planning Companion: The Fundraisers’ and Professional Advisors’ Guide to Charitable Gift Planning, Brian Sagrestano, Robert E. Wahlers
Having a Philanthropic Conversation
- The Stanford PACS Philanthropy Toolkits, Step-by-step resources designed to help individuals, their families, and their advisors engage in thoughtful conversations and be effective with charitable giving.
- A Spectrum of Legacies, Mark Weber, CAP®, The American College of Financial Services. A philanthropic financial education program designed to help advisors and clients with legacy planning.
- Ten Questions to Help Families Navigate the Great Wealth Transfer, Philip T. Tobin
- U.S. Trust Study of the Philanthropic Conversation, 2018
- Business Owners in Transition: 50+ Questions to Inform a Philanthropic Conversation, Phil Cubeta
- Holding a Charitable Conversation with Clients, Ken Nopar
- Identifying Donor Passions and Non-cash Giving Opportunities Questionnaire, Jay Steenhuysen
- Starting the Conversation: Unlocking Your Client’s Hidden Philanthropist: Developed by Julie Lytle Nesbit, Matt Wesley, Tom Fowler and Lorraine del Prado
Values Based Giving
- Embarking on Values-Based Estate Planning Presentation, Leave10.org
- Engaging Generation Impact: How Next Gen Donors are Revolutionizing Philanthropy, Sharna Goldseker and Michael Moody
- The Passion in Philanthropy, The Philanthropic Initiative
- Estate Planning Using a Racial and Social Justice Framework: Resources for You and Your Clients, Elena Pullen-Venema
- The Seeds You Plant: Growing your Philanthropic Impact, Bernstein
Philanthropic Organizations and Programs
Estate Planning and Planned Giving Councils
- South Sound Planned Giving Council
- Tacoma Estate Planning Council
- Estate Planning Council of Seattle
- Washington Planned Giving Council
- National Association of Estate Planners & Councils
- NAEPC Journal of Estate and Tax Planning
Philanthropic Organizations and Community Foundations
- Greater Tacoma Community Foundation
- The Community Foundation of South Puget Sound
- The Seattle Foundation
Philanthropic Programs and Initiatives
Marketing Materials
Leave 10 South Sound logo: (2MB ZIP) In the logo suite on the website, you’ll find different versions of the logo and a color/use guide.
Overview 1-Pager (929 KB): This is a general piece about the Leave 10 South Sound movement.
2021 GTCF Transfer of Wealth Report (8.4MB PDF) – According to the 2021 Pierce County Transfer of Wealth Study, Pierce County’s current household net worth is $269 billion. Over the next 10 years, $48.6 billion of those assets will be transferring from estates to the next generation. $482 billion is expected to transfer over the next 50 years.
2021 GTCF Transfer of Wealth Technical Findings Report – F(789KB PDF) – View the full data from the Transfer of Wealth Study © 2021 LOCUS Impact Investing. Study Authors Travis Green, Dana Williams, Cathy Kottwitz, and Don Macke.
Leave 10 South Sound aims to build stronger communities and transform as many people as possible into philanthropists by educating, inspiring, and encouraging individuals to aspire to leave at least 10% of their estates to charity.
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