Performance

The Fresno Regional Foundation and their professional advisors are working together with accountants, lawyers and financial planners to provide excellence in philanthropy with:

Personalized Service – Our services are based on meeting the needs of the donor. We work closely with you and your clients to develop a giving plan that matches the donor’s personal interest and tax planning needs. We can help integrate charitable giving within estate and financial plans, establish donor advised funds named for the clients, facilitate anonymous giving and assist with complex gift instruments.

Local Expertise – Our professional staff monitors all areas of community need – including human services, the environment, education, youth services, arts and culture, health care, social justice, and seniors. Our independence and neutrality places us in the best possible position to connect the philanthropist with the programs and services that best fulfill his charitable objectives and meets the needs of the community.

Community Leadership – The Fresno Regional Foundation trades in a vital commodity – TRUST. As a trusted philanthropic leader we are called upon to inform, coalesce and link community based organizations to best leverage local resources.

Financial Security – Our donors have the comfort and security of knowing that funds at FRF are well invested, administered and disbursed. Following extensive research and deliberation, the FRF Board of Directors selected SEI Global Investments, a leading provider of retirement and investment management solutions to manage our investments. SEI works with nonprofit clients by developing customized strategies that go beyond traditional investment management. SEI’s administrative expertise allows the Fresno Regional Foundation more time to focus on our philanthropic mission. For more information on SEI Global visit their web site, www.seiglobal.com.