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 Group 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:
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.
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.
To be added to the invitation list for these gatherings, please contact J Mullineaux, Vice President for Philanthropic Planning, at 707.303.9620.
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
For more information, please contact J Mullineaux at 707.303.9620.