Advise

The Foundation offers effective giving solutions that will accomplish your clients’ financial and philanthropic goals. Foundation staff provides personal service to you and your clients and can administer the full range of charitable giving vehicles including Charitable Remainder Trusts, Bequests, gifts of real property and stock, and Charitable Gift Annuities.

As a Foundation donor, your client becomes part of a community of philanthropists benefiting from our 30-year history of grantmaking in the Sacramento region and beyond. Together with professional advisors, we create highly effective approaches to charitable giving and offer a wide variety of tools that enable your clients to make an impact in the areas of community life that mean the most to them.

The Foundation is equipped to work one-on-one with you and your client or to provide your client with anonymity. We invite you to learn more about the Foundation and charitable giving. For more information, contact Shirlee Tully, Chief Marketing & Development Officer or fill out an information request form.