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 Foundation provides personalized philanthropic giving options for each donor.

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

Resources for Professional Advisors

How We Serve You

Charitable Funds

Learn how to establish a personalized fund.

Estate Planning

Determine the best way to give through a planned gift.

How and What To Give

Discover a full range of giving options for donors.

Philanthropic Services

Review the services we provide for an enduring community legacy.

Donor Education Series

Learn more about our popular “In Our Backyard” donor events.

Disaster Relief

Experience the power of philanthropy through emergency assistance.
Connect With Us
Connect With Us
Annie Frew (805) 543-2323