Philanthropic Services

Whether you are an attorney, financial planner, or tax advisor, The Community Foundation can assist you and your client in establishing an enduring community legacy and achieving the full tax benefits for their charitable contributions.  We will support you and your clients at every step of the charitable giving process.

We can help you:

  • Identify your client’s charitable giving interests and motivations
  • Match charitable interests with tax planning needs
  • Create and implement charitable plans that are integrated into major business, personal and financial decisions
  • Provide information about community needs
  • Deliver a full range of administrative services related to charitable giving

To learn more about communities needs and opportunities, please contact Annie Frew, Donor Services and Communications Manager at (805) 543-2323 or annie@cfsloco.org

One Reply to “Philanthropic Services”

  1. Hi !

    My name is Melanie Hines I was wondering if you were taking any new volunteers at this time? My boyfriend who attends Cal Poly has to work off some hours by May. Please let me know if you have any opportunities available for him.

    Thank you and have a great rest of your day !

    Melanie

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