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.
How We Serve Your Clients
- Partnering with you: We're here to help serve your client's charitable giving needs.
- Helping you build stronger relationships: Your clients will appreciate the charitable impact they can make.
- Connecting you with the community: When you serve charitable clients, you leave a legacy for future generations.
How We Serve You
Martha’s Place: Supporting Child Safety in SLO County
One in ten children suffers from child abuse, and since there are 50,000 children living in San Luis Obispo County, there are roughly 5,000 children in SLO County who might be struggling from child abuse and a lack in safety. Programs that promote the social and emotional well-being of children and families are crucial to …