As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge. Fresno Regional Foundation has earned the trust of many professional advisors.
Our staff is skilled in working with people who have many objectives—charitable, personal and financial—and sometimes complex gift situations. As a partner in charitable giving, we can help professional advisors achieve success for their clients—and for the community.
Estate planners, financial planners and other professional advisors are often faced with a delicate dilemma: they would like to discuss the many benefits of charitable giving with clients, but want to avoid recommending specific charitable causes or organizations. Many individuals, corporations, nonprofit agencies and organizations decide to work with us because of our knowledge of local needs and our extensive experience in local problem solving.
Fresno Regional Foundation offers a variety of simple, convenient solutions. A community foundation is a single, trusted resource of charitable giving. We offer a variety of giving options—including the ability for your clients to establish a donor advised fund in their name or anonymously.
We can work the way you need us to—including supplying you with the information you need to help your client make the best, most cost-effective gift. Contact us anytime to ask questions or discuss giving scenarios. We make a range of resources available to advisors who wish to add philanthropic capabilities to their client offering.
Your focus is to assist your client in giving strategically and effectively. We can help develop a plan that supports the donor’s highest ideals and expresses their deepest values. Our hands-on approach and support of you, helps your clients achieve their charitable goals, while you enhance your important relationship with them.
Feel free to call us to explore an option or discuss a client situation. Even if this does not result in a charitable gift through the Foundation, we want to hear from you. No question is too simple or complex for us. If we don't have the answer on hand we will find it for you.
We offer you as much, or as little, support as you need. You can maintain management of your clients’ assets (of $500,000 or more), for as long as five years after the donor’s death.
Philanthropic acts combine the best of social responsibility with deep commitment to service and community. Our staff supports both you and your client in seeking the best possible solutions for individual charitable giving.
Our donors (and your clients) are making good works possible in our community and realizing their charitable goals.