Advise Your Clients

As a professional adviser, your clients depend on you for solid financial and legal advice. Our own team of professional service providers can work with you to create a legacy of charitable giving that will benefit your client and the community.

Our Services to Professional Service Providers Include: 

  • Helping you guide your clients to support community causes and issues in the San Fernando and Santa Clarita Valleys.
  • We understand local social and community needs and have established relationships with local community organizations and causes.
  • We have a partnership with the California Community Foundation (“CCF”). The CCF was formed in 1915 and is the longest established community foundation in southern California with more than $1.5 billion in investment assets.  This partnership will benefit your clients because our assets are “pooled” with CFF assets to facilitate economies of financial scale not usually available to local donors.
  • We are also a public benefit charity and can provide your clients and donors with maximum tax benefits.
  • And, we respect your established relationships with your clients.

We Offer a Variety of Charitable Fund Options:

  • Endowment Funds
    • With a minimum commitment of $10,000, your client can create a fund of their own to be used in any manner they wish.
  • Donor Advised Funds (DAFs)
    • Direct funds to any qualified United States not for profit organization. Depending on your client’s wishes, a DAF fund can be invested, expended or endowed.  Some wealth managers may wish to continue investment oversight. Or, wealth managers may wish to pool their clients’ investment with the California Community Foundation’s $1.5 billion and may be able to take advantage of tremendous economies of scale through our partnership with the CCF.
  • Planned Giving Funds
  • Charitable Gift Annuities (“CGAs”)
  • Giving Complex Assets
    • International grant making

For more information and to create a fund, please call us at (818) 377-6386 or email us at