Professional Advisor Additional Resources
Directory of Professional Advisors
Our Directory of Estate Planning-Professional Service Providers includes specialists in estate planning, tax law and other areas of interest to the philanthropic community. Each member agrees to provide a free, one-hour consultation to prospective clients interested in charitable giving to the Community Foundation or any nonprofit organization.
We encourage prospective clients to contact any professionals directly and indicate their referral from this Directory. We strongly urge clients to conduct their own review of the professionals listed before retaining them for services.
This Directory is not a complete listing of all advisors with the requisite qualifications or competency. Omission from this directory does not imply a negative assessment; inclusion does not constitute a recommendation.
Application for Inclusion in Directory 
Directory of Estate Planning-Professional Service Providers 
Brownbag Seminars
The Professionals Seminar Series Brown Bag Luncheons, sponsored by the Community Foundation and the Professional Advisors Council, feature outstanding speakers on matters of interest to financial advisors, planned giving professionals and allied professionals.
Location: Paradise Ridge Winery, 4545 Thomas Lake Harris Drive, Santa Rosa
Time: 11:30 a.m. to 1:15 p.m.
Bring your own lunch
Presentations begin promptly at noon. There is no fee and reservations are not required. Seminars are informal, with time for networking and questions.
To be added to the invitation list for these gatherings, please contact Celia Bolam, Director of Gift Planning, at 707.303.9623.
Redwood Empire Estate Planning Council
The Council is an interdisciplinary organization for professionals involved in estate planning. It promotes understanding of the proper relationship between professional advisors and any party or parties involved with estate planning, and encourages co-operation of all parties.
Visit the Redwood Empire Estate Planning Council Website
Planned Giving Design Center
The Center provides current information on planned giving, including updates on IRS rulings and pending legislation.
Visit the Planned Giving Design Center Website
Please contact Celia Bolam at 707.303.9623.
“When my father died, I wanted to do something significant with his legacy. That's when I chanced upon the Community Foundation and realized it would afford me an opportunity to support charities and projects in Sonoma County.” – Ann Sebastian
Through a bequest, Jay Judin established the Jay P. Judin PhD Fund for HIV/AIDS Education and Prevention which created and supports the HIV/AIDS Peer Educator Program for Latino Youth at Southwest Community Health Center.