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We work closely with financial planners, attorneys, bankers and life insurance representatives to help their clients develop a giving approach that matches their personal interests and tax planning needs. We help integrate charitable giving within estate and financial plans, facilitate anonymous giving and assist with complex gift instruments.
While some donors understand fully the causes they want to support, others look to us for guidance in determining where community needs are greatest. We are always available to answer questions and to help donors make informed giving decisions.
Benefits to the community are as varied as the individuals making charitable contributions. A common thread in each and every fund, however, is the desire to give something back to our communities and to improve our quality of life.
Please visit the Community Foundations web site and our Tools & Resources Page for useful information and resources specific for professional advisors.
A trusted resource for Estate and Financial Planners...
Estate planners, financial planners, and other professional advisors are often faced with a delicate dilemma: You want to discuss the many benefits of charitable giving with your clients, but you want to avoid recommending specific charitable causes or organizations. That's where we fit in.
As a community foundation representing the entire region, we are a vehicle your clients can use to address the issues they care about most. At the same time, they will gain the maximum tax benefit under state and federal law.
We work through you
You stay in control of your client relationships; we're here to help you serve your clients' charitable giving needs.
We partner with you
We provide support, information and expertise around charitable giving options; think of us as your own planned giving center.
We help you build stronger relationships
Your clients will appreciate the charitable impact and tax advantages you help them achieve by working with the Fresno Regional Foundation.
We help you connect across generations
When you help families establish an advised fund at the Foundation, you begin an ongoing process of involvement with current and future generations.
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