The Community Foundation publishes a directory of Professional Advisors - specialists in estate planning, tax law and other areas of interest to the philanthropic community. These professionals have agreed to provide a free one-hour consultation to prospective clients who are interested in discussing a charitable gift to the Community Foundation or any nonprofit organization. As a prospective client, you may contact the professional directly. Let them know you obtained their name via Community Foundation Sonoma County's Directory of Estate Planning - Professional Service Providers and confirm their willingness to provide a one-hour free consultation.

Community Foundation Sonoma County does not guarantee the qualifications or competency of any person listed in this Directory of Estate Planning - Professional Service Providers and is not responsible for any errors or omissions of any person listed. Although the Community Foundation has compiled this directory, it has done so based on information supplied by the persons listed. This directory is not a complete listing of all persons with the requisite qualifications or competency, and the omission of others from this directory does not imply a negative assessment or any evaluation or recommendation whatsoever. The Community Foundation strongly recommends that users of this directory conduct their own review of the persons listed in this directory before retaining them to perform any professional services.

The Directory of Estate Planning Professional Service Providers is available in Adobe Acrobat Portable Document Format (PDF). You may download a copy of the Directory by clicking below. In order to view and print these files you must have the free Adobe Acrobat Reader plug-in installed on your computer (your browser may already have it installed). The plug-in is available at www.adobe.com/products/acrobat/readstep.html. If you are unable to download this Directory, please call us and we will be happy to provide you with a paper copy. If you would like to review more detailed information regarding the professionals listed in this directory, please contact the Community Foundation's office during business hours.

Directory of Estate Planning Professional Service Providers - 2007 (Acrobat Adobe PDF)