Why Work With Us
As your partner in giving, we offer numerous benefits to you and your clients. The following are some of the reasons Advisors partner with The Community Foundation San Luis Obispo County to serve their clients.
Service and Trust
We recognize that each referral you make to your clients reflects back on you. We value and honor the trust you place in us by providing your clients the best possible service.
A Local Partner
As a local choice, we are always available to meet with you and your clients. Set up a time to meet, join us for an educational networking event, or invite us to speak at your business.
Philanthropy is our business. Our staff has extensive experience in charitable giving and can help you sort through the variety of direct and planned giving options to find the best option for your client.
Based on your client’s goals for philanthropic impact, financial security, family involvement, and other areas related to giving and charitable estate planning, we can help design a custom giving solution. From donor advised funds to testamentary trust funds, we can tap into multiple vehicles to create the best giving strategy for your client.
After serving San Luis Obispo County for over 15 years, we know a lot about this community. We can provide you and your clients with rich information, expertise, and connections in charitable giving and community issues. Not only do we have deep expertise on staff in terms of effective giving and innovative nonprofits, we also have access to the perspectives and experiences of our donors.
We know that clients often want to involve their children in discussions about charitable giving, but are often not yet ready to share all the details of their estate. As a charitable giving partner, we can help make those conversations comfortable and keep them outside the bounds of financial, estate, and tax planning. We keep the focus on helping your client share the value of giving and develop a family giving strategy that works for them.
Our annual Professional Advisors Luncheon provides advisors and their clients with new perspectives on charitable giving strategies and more.
At times, it can take years for a client to decide upon their charitable plans. We’ll support you every step of the way, while consistently maintaining and improving our products and services.