Charitable Planning Resources

As advisors, you are on the frontlines of philanthropic opportunity. Your role is to help clients best plan for their futures, their legacies and their communities. Whether you are an attorney, financial planner, or tax advisor, we can direct you to resources that will help you and your clients in establishing an enduring community legacy and achieving the full tax benefits for their charitable contributions.

LOCAL RESOURCES

We add our expertise to yours to ensure that your clients make educated decisions while selecting from a full spectrum of giving vehicles. A member of our Fundholder Services team is happy to meet with you to provide you with the tools you need in your client meetings, including prepared fund agreements.

Contact the Foundation

In addition to one-on-one meetings with the charitable giving experts at the Foundation, we encourage you to join the Philanthropic Advisors' Forum of Greater Sacramento, a community of professional advisors dedicated to serving their clients and the Sacramento region. Guided by a committee of local leaders in the field, the Forum provides regular opportunities to gather with your peers, network, better serve your clients, and help grow charitable giving in the capital area.

Learn more about the Forum


ONLINE RESOURCES

In addition to the resources listed above, we recommend exploring the following online resources:

Planned Giving Forum

Planned Giving Design Center

Giving USA Data