May 24, 2017

TOOLS & RESOURCES

TOOLS FOR advisors

We are always eager and available to assist Professional Advisors to help clients who are considering charitable contributions. Below are PDF printable tools and ideas for advisors to use when discussing philanthropy with clients. SCF Board members who are also professional advisors, can make themselves available to provide one-on-one answers to questions you or your clients may have about SCF and the advantages of partnering with us. If you wish to arrange a meeting with a Board member, please call the Foundation at 707-399-3846.

IDEAS FOR GIVING

Family members of multi-generations can work with their professional advisor and our professional staff to establish a fund.  Donors determine the ongoing uses for their fund, targeting the issues and causes about which they are most passionate. The Solano Community Foundation helps donors receive immediate tax benefits, but also allows and encourages donor involvement by recommending grants made possible by their Fund. Documents below provide information about the benefits of partnering with the Foundation.