A Trusted Partnership

We consider attorneys, estate planners, financial advisors, CPAs, trust officers, insurance agents and other professionals to be valued partners in charitable giving.

As your partner, we offer flexible philanthropic services to your clients. We’ve worked with professional advisors throughout San Luis Obispo County for more than 20 years to help your clients make an impact.

Ensuring your clients’ legacy of philanthropy – for generations to come.

Connect With Us
Heidi McPherson (805) 543-2323