Contact Director of Gift Planning Carol Bradford today at (213) 413-4130 to learn more about this topic.

The California Community Foundation collaborates with professional advisors from the legal, accounting, insurance, wealth management, business management and planned giving communities to help donors achieve their charitable objectives.

With 90 years of experience on complex planned and charitable giving techniques, we are uniquely positioned to partner with trusted advisors in order to add value to the advisor-client relationship and, ultimately, help you serve your clients better. We are pleased to be a resource in this regard, whether or not a fund is established at the California Community Foundation.

With us, you can be certain that we understand the nuanced nature of the trusted advisor relationship. You decide whether you would like for our gift planning staff to play a prominent or “back office” role in helping your client make effective, educated decisions about their philanthropy.

In this section, you can learn about opportunities to earn continuing education credit hours and read useful articles on philanthropy written with you in mind. We also have a page on helpful ways to introduce the topic of philanthropy to your clients.

Additionally, you can click on any of the links below to:

• Compare a fund at the foundation with a private foundation
• Learn about our different fund options
• Learn about our planned giving programs
• Access additional planned giving resources that provide a wide array of information, services and tools to facilitate your giving experience
• Learn about the variety of assets we accept
• View our financial information
• View a copy of our annual report (PDF)
• Find a form
• Contact us

For more information, contact Director of Gift Planning Carol Bradford or Gift Planning Officer Edgar Aguirre at (213) 413-4130.