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

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 2021 Professional Advisors Luncheon!


Create a Legacy Fund

https://youtu.be/GMjdXKuDI-Y

 

Charitable Giving

https://youtu.be/-eCE2Mrd2Dg

IRA Rollover

https://youtu.be/k3unKZEGVoM

Resources for Professional Advisors

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.

Connect With Us
Cecelia Mazelin (805) 543-2323