Individual Resources
Articles, Templates, & Toolkits
AN INTRODUCTION TO GIVING EFFECTIVELY (a toolkit)
from Stanford University
DOWNLOAD HERE
CREATE A WILL FOR FREE
FreeWill: Estate planning for everyone
Everyone should make a will or living trust, regardless of wealth. Having a plan in place ensures that your wishes are known and saves your loved ones the stress and cost of intestate probate proceedings.
ESTATE PLANNING GUIDE
Get started on your estate plan by using this complimentary Estate Planning Guide.
A SPECTRUM OF LEGACIES
A Philanthropic Financial Education Program from the American College of Financial Services.
Make Your Mark and Do Lasting Good. Gain expert instruction and insights on how you can make a difference with your legacy planning.
A GUIDE TO GETTING STARTED
by Sara Hopper
We recognize that many people are looking to dip their toes in philanthropy, but aren’t sure where to start. To help launch this process, and answer some of those early questions, Sound Philanthropy has developed a series of simple guides. We hope that you find them helpful.
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PERSPECTIVES ON LEAVING A LEGACY
by Lorraine del Prado
Americans are considered the most charitable people in the world. According to a 2011 Charities Aid Foundation survey involving 153 countries, two out of three Americans (65 percent) donated to charity, two out of five (43 percent) volunteered their time and roughly three out of four (73 percent) helped a stranger. The philanthropic spirit of Americans, however, is still not reflected in their estate plans. According to a recent Legacy Leaders research study involving 20,000 Americans 50 years or older, fewer than 9.5 percent of those who gave more than $500 a year…
FOUR WAYS TO CONVEY VALUES
by Tom Fowler
“If those who are toiling for wealth to leave their children would take half the pain to secure for them virtuous habits, how much more serviceable would they be. The largest property may be wrested from a child, but virtue will stand by him to the last.” – William Graham Sumner
These words of a U.S. economist and sociologist from the nineteenth century remind us that transferring values is far more important than transferring assets to children. But the question is how do you convey your values to your children and to succeeding generations? One of the most powerful answers is…
JUSTICE-ORIENTED PHILANTHROPY
Explore ways to apply a racial and social justice lens on your philanthropy.
Leave 10 on Northwest Now
Watch the feature on Leave 10 by Northwest Now, a KBTC Public Television program through PBS.
SECURING YOUR WISHES: WHERE THERE’S A WILL, THERE’S A WAY
Local estate planning expert and attorney Brianne Kampbell speaks to the importance of not leaving key decisions about your life and loved ones to chance.
Read about Leave 10 South Sound in The News Tribune
Gary Brooks, certified financial planner and president of BHJ Wealth Advisors, shares the importance of estate planning in his October News Tribune Column in honor of National Estate Planning Awareness Week, Oct. 16-23, 2022.
Hear about Leave 10 South Sound on Harbor Chat
Robyn Denson, host of HarborChat on KGHP-FM, interviews Leave 10 South Sound volunteers and champions.
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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