The Santa Barbara Foundation’s Professional Advisors Network provides a place for professional advisors to learn ways to integrate philanthropy into their work and connect with like-minded professionals. The Professional Advisors Network is comprised of legal, financial management, accounting, insurance and investment, wealth management, and other professionals who are committed to helping their clients achieve philanthropic goals.
Joining the Professional Advisors Network will allow you to:
For members in the Professional Advisor Network, SBF offers:
Through the Professional Advisors Network, we hope to encourage the philanthropic conversation within your work and help strengthen your client relationships. We want to ensure that you feel prepared, and equipped, discussing the many different options for philanthropic giving.
The Santa Barbara Foundation’s goal is to continue to increase the impact that philanthropy can have in our communities by collaborating with you and serving your clients. Together, we can help your clients maximize their tax benefits and ensure they make the best decisions for making a difference in Santa Barbara County.
To learn more about the Professional Advisors Network, contact Jessica Sanchez, Director of Donor Relations at 805.880.9366 or firstname.lastname@example.org.