We help your clients realize their charitable dreams. We collaborate attorneys, estate planners, financial advisors, CPAs, trust officers, insurance agents and other professionals as valued partners in charitable giving.
We offer flexible philanthropic services to share with your clients. We have worked with professional advisors throughout San Luis Obispo County for more than 20 years – we are here to help you help your clients make an impact.
We ensure your clients’ legacy of philanthropy – for generations to come.
Begin the Legacy Today
We would like to thank our generous sponsors of the 2021 Professional Advisors Luncheon scheduled for Friday, October 29 at the SLO Embassy Suites. If your firm would like to become a sponsor, please click here or contact Cecelia Mazelin, Donor Services Coordinator, at Cecelia@cfsloco.org.
Resources for Professional Advisors
- Professional Advisors Committee
- 2021 Professional Advisors Luncheon – October 29 (Become a Sponsor)
- Professional Advisors Toolkit
- Donor Advised Funds vs Private Foundations
- Charitable Giving
- Donor Bill of Rights
- Sample Bequest language
- Donor Confidentiality Policy
- The Real Estate Foundation of San Luis Obispo County
- The Community Foundation 2019 Annual Report
- The Community Foundation 2018-2022 Strategic Plan
- Search Our Funds
