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. 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 our team

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

Advisor Resources

Disaster philanthropy: Your clients and the role of individual philanthropy
October 10, 2022
Disaster philanthropy: Your clients and the role of individual philanthropy

In the wake of recent disasters in neighboring areas and across the globe, your clients may ask you about their options to support those affected.

Hanging in there: Charitable giving in a challenging economy
October 6, 2022
Hanging in there: Charitable giving in a challenging economy

Here are three messages worth sharing with your philanthropic clients during bear market conditions.

The "i's" have it: Two key topics for client meetings
September 12, 2022
The "i's" have it: Two key topics for client meetings

Inflation, interest rates, income tax, and the IRS are ever-present topics during discussions with your clients. Right now, there’s a lot to talk about, especially related to charitable giving.

Inherited IRAs: Big headache, or big opportunity?
September 5, 2022
Inherited IRAs: Big headache, or big opportunity?

Don’t be surprised if your clients are walking into your office in a state of bewilderment over something they’ve read recently about the IRS’s distribution rules for inherited IRAs. 

Back to basics: Reminding clients about wills, trusts, and charitable bequests
August 4, 2022
Back to Basics: Reminding Clients About Estate Planning

August is national “Make a Will Month,” and the publicity surrounding this designation may prompt your clients to ask you about whether their affairs are in good order.

Farms, tax planning, and funding a family legacy
August 2, 2022
Farms, Tax Planning, and Funding a Family Legacy

It's worth exploring philanthropic options with your clients who own farmland.

The Fruits of Helping Younger Clients Plan Their Charitable Giving
July 7, 2022
The Fruits of Helping Younger Clients Plan Their Charitable Giving

Millennials, who now make up nearly a quarter of the population in the United States, may prove to be more enthusiastic planners than their parents and grandparents.

The Community Foundation Edge
July 1, 2022
The Community Foundation Edge

Personal knowledge, QCD eligibility, and public support give community foundations a leg-up in the philanthropic sector, according to professional advisors

Pass On Philanthropic Traditions
December 5, 2019
Pass On Philanthropic Traditions

By Chelsea Fahr, Director of Donor Engagement

Wondering how you can help foster philanthropic values in the lives of young people you love? Our fundholder services team has a few tips to share.

Generational Giving: Engaging the Entire Family in Philanthropy
April 15, 2019
Generational Giving: Engaging the Entire Family in Philanthropy

By Elfrena Foord

It’s true that children can benefit from some inheritance, but every estate should have some money allocated to benefit the community.

Tax Incentives and the Good Feeling of Giving
December 19, 2018
Tax Incentives and the Good Feeling of Giving

By Francine Vorhees, Partner, Moss Adams LLP

Helping others has numerous rewards. Reaping tax benefits is a nice bonus.