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Help your clients accomplish greater good.

We work with you to create the greatest financial impact and meaningful philanthropic experience for your clients, enabling you both to promote profound change in the Sacramento region. Whether your expertise is in wealth management, retirement, estate, or tax planning, we are your experienced, local philanthropic partner — and invite you to become a member of the Philanthropic Advisors’ Forum.

Solutions For Your Clients

Our expert team at the Sacramento Region Community Foundation act as your charitable partner, supporting you and your clients through the giving process — as you retain complete control of your relationships.

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L. Stuart List, Kent Silvester, Robert Lew (retired)

Charitable Fund Options

Explore the charitable funds we offer to find the best match for your client’s unique needs.

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Investment Strategies

Review the most recent results for our investment pools and meet our committee.

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Philanthropic Advisors’ Forum

A network of local professionals who seek to meet their clients’ charitable intents

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Our Expertise

For more than 40 years, professional advisors have partnered with us to help achieve financial planning objectives and charitable giving goals for their clients.

Charitable Fund Options: The Sacramento Region Community Foundation offers a range of charitable funds, allowing you to choose a tax-advantageous vehicle best suited for your client’s philanthropic needs. See the options.

Investment Results: Our investments are designed to meet a range of philanthropic goals and time horizons. Explore our portfolios.

Donor Services: Our expert team provides convenience, personalization, education, technology, and strategic philanthropic planning for you and your clients — plus experience with complex gifts that few other nonprofits can offer. See assets we accept.

Private Foundation Alternative: A private foundation can be a good vehicle for charitable giving, but sometimes the process of managing it’s affairs can become a burden to maintain. We can help. Learn how.

Legacy Giving: Through a planned gift, your client communicates exactly how funds will be granted and receives peace of mind knowing their future contributions will go directly to causes they care about. Explore our Legacy Funds.

Local: You and your clients enjoy immediate access to personlized service from a team with deep knowledge of the Sacramento region, effective nonprofits, and smart giving strategies. Discover our impact.

Common Questions

Many advisors who are initially exploring their clients’ options for their philanthropy have questions about community foundations like ours. Please contact us if we can answer any for you.

What is the fee for administering a fund?

We offer a variety of philanthropic funds to help your clients achieve a wide range of charitable goals, and our competitive support fees vary based on the type of fund. Support fees offset the cost of administration. Importantly, they are also reinvested in the community through our grantmaking and programs — attending to critical regional issues, improving local lives, and multiplying the impact of your clients’ giving. See our fee schedule.

What assets do you accept?

Our team members are experts in identifying the most effective charitable solutions for the assets your clients want to give. We have in-house expertise to process complex gifts, helping your clients reach their charitable goals. Types of assets we accept include cash, stocks and other appreciated assets, business interests, real estate, retirement assets, and estate assets. See Ways to Give.

What is the minimum gift required to open a fund?

The minimum contribution to set up all funds except for Scholarship Funds is $10,000; the minimum to establish a Scholarship Fund is $25,000. We accept a variety of assets and have in-house expertise to process complex gifts, in collaboration with you and your clients, ensuring they achieve the greatest tax advantages. Charitable funds can also accept planned gifts. See Ways to Give.

How are your funds invested?

Charitable funds at the Sacramento Region Community Foundation are invested in our professionally managed investment pools, designed to fit your clients’ time horizons and giving goals. See Investment Portfolios.