Advising
We want to be your philanthropic partner
If you have clients interested in local giving, we can help. The Community Foundation of Mendocino County has earned the trust of many professional advisors including attorneys, CPAs, financial planners, brokers, insurance agents, estate planners and more.
From Gualala to Piercy, and from Covelo to Hopland, we know community needs and local nonprofit organizations throughout Mendocino County. We offer a range of philanthropic services and charitable funds designed to serve all our geographically and socially diverse regions.
The 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.
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 The Community Foundation of Mendocino County can serve you.
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