For professional advisors

Placer Community Foundation is your philanthropic partner

If you have clients with charitable interests, we want to be your local philanthropic partner.

We know community needs and local nonprofit organizations throughout the western slope of Placer County… from Auburn to Roseville. We offer a range of philanthropic services and charitable funds designed to serve our local region.

If you’re an attorney, accountant, financial planner, broker, insurance agent, estate planner or other advisor, Placer Community Foundation can support you and your clients at every step in the charitable giving process.

We can help you:

• Listen for charitable opportunities and start charitable conversations
• Identify your clients’ charitable giving interests and motivations (79KB PDF)
• Match personal charitable interests with tax planning needs
• Create and implement charitable plans that are integrated into major business, personal and financial decisions
• Facilitate complex forms of giving and execute technical giving instruments (including charitable trusts)
• Provide information on community needs—and on the local nonprofit organizations and programs that make a difference in the areas your clients care about most
• Deliver grantmaking expertise and a range of administrative services related to charitable giving

Want to help your client create a high-impact gift? Contact us to learn how Placer Community Foundation can serve you.

Estate Planning Professionals Roundtable

Along with Sutter Auburn Faith Foundation we are pleased to present an Estate Planning Professionals Roundtable March 18, 2010. The Topic is "If you think you would recognize elder abuse think again!" Come and hear an outstanding presentation on recognizing and preventing elder abuse in your community. For more information click here.

Lasting value