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The professional advisor plays a very important role in helping a client create and realize a personal philanthropic vision. The Santa Barbara Foundation facilitates philanthropy by connecting people with the causes they care about.
We can be a resource for philanthropy for you as well as a philanthropic partner for your clients.
Visit our new Crescendo Planned Giving Service, which has been created to provide professional advisors with resources to advise clients in matters of charitable gift and estate planning.
You stay in control of your client relationships; we’re here to help you serve your clients’ charitable giving needs.
We provide support, information, and expertise related to charitable giving options. The Foundation handles all of the administration, record keeping and financial statements. Your client’s giving is made simple. The Foundation is equipped to accept a wide variety of assets from cash and securities, to real property and closely held stock.
When you help families establish Donor Advised Funds at their community foundation, you begin an ongoing process of involvement with current and future generations.
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