We offer expertise from a neutral position.
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.

We partner with you.
The Fresno Regional Foundation offers a variety of simple solutions. A community foundation is a single, trusted resource of charitable giving. At FRF 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 help you build stronger relationships with your clients.
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 client achieve their charitable goals, while you enhance your important relationship with them.

Gift Law…
Gift law is a service to CPAs, attorneys, trust officers, gift planners, life underwriters and other financial, tax and estate planning professional advisors. The Fresno Regional Foundation seeks to add value to the practices of these professionals by providing tax planning information and updates available through Gift Law. Click here to connect to Gift Law

You May Retain Management of the Funds.
Another benefit to the professional advisor is that he/she may retain management of their client’s assets (of $500,000 or more), for as long as 5 years after the donor’s death) as a strategy preferred by the donor. Helping your client to realize their dreams of making a difference strengthens the bond between the client and the advisor.