Advisor Newsletter

14 Apr

Posted at 19:35h in Advisor Newsletter

Meet the Philanthropic Planning Team Community Foundation Sonoma County’s Philanthropic Planning Team works together 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...

14 Apr

Posted at 19:18h in Advisor Newsletter

Welcome to the Greater Good, our monthly newsletter for professional advisors vested in the work of Community Foundation Sonoma County. We know you want to work smarter and more strategically with your clients as you navigate charitable conversations.  Greater Good seeks to provide you with tools...

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