 Contact Director of Gift Planning Carol Bradford today at (213) 413-4130 to learn more about this topic. |
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We can help you serve your clients better. We collaborate with professional advisors from the legal, accounting, insurance, wealth management, business management and planned giving fields to help donors reach their philanthropic goals.
With 90 years of experience on complex planned and charitable giving techniques, we are pleased to be of assistance, whether or not a fund is established at the California Community Foundation.
We understand the nuanced nature of the trusted advisor relationship. You decide whether you would like for our gift planning staff to play a prominent or lesser role to help your clients make effective, educated decisions about their philanthropy.
Learn about opportunities to earn continuing education credit hours and the latest trends and best practices in the nonprofit sector in articles on philanthropy written with you in mind. We also offer ways to introduce the topic of philanthropy to your clients.
Additionally, you can click on any of the links below to:
For more information, contact Director of Gift Planning Carol Bradford or Gift Planning Officer Edgar Aguirre at (213) 413-4130.
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