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. By involving yourself in the nonprofit community, you can better serve your clients and help them find meaningful and fulfulling charitable matches.

Charitable Planning Resources for Advisors (Crescendo)

To offer the most relevant tools for professional advisors working with their philanthropic clients in the Sacramento region, the Foundation has partnered with Crescendo, the leading provider of planned giving solutions. Resources available on our Crescendo site include:

  • Charitable Tax Reference
  • Deduction Calculator
  • Private Letter Ruling
  • And much more!

Visit Charitable Planning Resources
for Advisors (Crescendo) 

Additional resources