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.
Contact us to Begin the Legacy
The 2022 Professional Advisors Luncheon is scheduled for Thursday, October 27 at the Octagon Barn in San Luis Obispo. This year’s event will focus on local impact of Foundation grants and scholarships. We will reach out with program details once finalized. If you or your firm would like to become a sponsor, if you would like to attend, or if you have any questions about the event, please click here or contact Cecelia Mazelin, Donor Services Coordinator, at Cecelia@cfsloco.org.
Thank you to our sponsors of the 2022
Professional Advisors Luncheon!
Create a Legacy Fund
Professional Advisors Toolkit:
How to work with The Community Foundation to serve your clients
Fast Facts on Donor Advised Funds
Why set up a Donor Advised Fund rather than a Private Foundation
How to name The Community Foundation in a will or trust
The Benefits of a Donor Advised Fund
Resources for Professional Advisors
- Professional Advisors Committee
- 2022 Professional Advisors Luncheon – October 27 (Become a Sponsor)
- 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 2021 Annual Report
- The Community Foundation 2018-2022 Strategic Plan
- Search Our Funds
Real Estate Foundation
Although, real estate comprises a significant portion of the net worth of many individuals on the Central Coast, many charities are reluctant to accept land and real estate due to the legal complexities and risks involved. To address this, The Community Foundation has created the Real Estate Foundation of San Luis Obispo County, a separate public benefit corporation, to facilitate the sale of donated real estate in order to pass the net proceeds of that sale on to charities designated by the donor. These gifts may include real property, an ownership portion of real property or potentially a loan investment secured by real property. Click here to learn more about how you can donate real estate to charity.