Professional Advisor Resources
We work with professional advisors to help your clients give effectively and receive significant tax benefits. From the client who wants to make an immediate philanthropic impact, to the couple hoping to leave a legacy, to the family with a complicated tax situation, our team of philanthropic professionals helps you facilitate finding the best solutions.
In the same way that you work to enhance your client’s portfolio for maximum stability and returns, we work to maximize the impact of their charitable giving.
Our Professional Advisory Council is comprised of local financial and estate planning professionals who plan seminars, workshops and events to increase the awareness among their colleagues of the resources we offer.
Working together with us, you and your clients benefit in these ways:
- You maintain your client relationships. Through us, you can offer a full range of philanthropic services.
- You access our charitable giving expertise. Whether it’s setting up an alternative to a private foundation or putting together a complicated estate plan, we tailor plans to meet your clients’ needs.
- You employ our community knowledge. We help your clients maximize the impact of their local charitable giving.
- You cultivate multi-generational relationships. When families create an advised fund with us, you potentially stay involved for generations.
- Clients can donate a variety of assets. We can receive gifts of cash, appreciated securities and real estate which can be given now or later as part of your clients’ estate plans.
- You make a difference in your clients’ lives. By partnering with us, you help your clients increase their current income, increase their heirs’ inheritance, leave a legacy in the community and teach their children about philanthropy.
- Clients enjoy the advantages of our public charity status. Starting a fund at the Community Foundation is significantly less expensive and easier than starting a private foundation and offers maximum tax benefits.
We also offer these additional resources:
- Directory of Professional Advisors
- Professionals Seminar Series Brown Bag Luncheons
- Redwood Empire Estate Planning Council
- Planned Giving Design Center
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.