Resources

Support for Advisors
As a resource in helping you advise your clients on charitable giving options, the Fresno Regional Foundation (FRF) provides you with the most up to date information on charitable vehicles, informative articles and a quick reference guide. FRF is the most trusted steward of philanthropy in our region, which your clients can use to address their charitable giving, while gaining maximum tax benefits under state and federal law. View the Quick Reference Guide

Is FRF a good match for your client?
When your clients indicate that they are ready to give back to the community, many innovative approaches are available. You may wish to explore some of these questions to further identify your client’s preferences and the options they may consider.

Does your client have a deep interest in the local community?
Are they interested in creating a personal or family legacy?
Have they considered the creation of a private foundation, but may not be aware of the time and expense they would devote to administration?
Are they looking for flexible, innovative ways to include charitable giving in their financial or estate plan?
Do they want to maximize the type of tax deductions they can take?
Would a flexible planned gift that is easy to administer complement their wealth preservation strategy?
Do your clients have non-liquid assets they would like to invest in charity, while gaining maximum tax benefit?

The Fresno Regional Foundation can help provide the best solutions to these issues.

The Best Possible Partnership
Estate and financial planners and other professional advisors are often faced with a delicate dilemma: you would like to discuss the many benefits of charitable giving with your clients, but you want to avoid recommending specific charitable causes or organizations. The Fresno Regional Foundation, in consultation and partnership with you, is able to serve as a valuable resource to your clients as they consider their options.

Links to Additional Resources: