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

How We Can Serve Your Clients

  • Partnering with you: We're here to help serve your client's charitable giving needs. Click here to learn more about our giving options.
  • Helping you build stronger relationships: Your clients will appreciate the charitable impact they can make.
  • Building Community Connections: When you serve charitable clients, you leave a legacy for future generations.
Advisor Resources
Connect With Us
Cecelia Mazelin (805) 543-2323