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.

The Foundation provides personalized philanthropic giving options for each donor.

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.
Giving Options

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.

Policies – Donor Advised Funds

The policies linked below are referenced in our Donor Advised Handbook
Connect With Us
Connect With Us
Cecelia Mazelin (805) 543-2323