We are your partners in serving your clients.
Developing a charitable plan that takes into account your client's financial and charitable needs is no small task. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge.
We consider attorneys, accountants, financial planners, insurance agents and other wealth management professionals to be our valued partners in charitable giving. This section of our site makes tools and information available to help you ensure that your clients receive the full benefit of their contributions while supporting the nonprofits of their choice. Your client supplies the passion and ideas, while we supply the expertise and infrastructure.
We greatly appreciate the many referrals you have given us over the years. Your help enables us to be a strong force for good in Monterey County and a trusted resource for you as well as a philanthropic partner for your clients. Click here to see the Benefits of Working with the Community Foundation.
For questions or additional information, please contact President/CEO, Dan Baldwin, or call 831.375.9712 x115.
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