As a local Professional Advisor, the Giving Circle makes your contribution more meaningful. Learn more . . .
Many clients want their professional advisors to help them plan charitable giving. Placer Community Foundation can work with you to answer these questions and help each client fulfill her charitable goals.
For as many motivations as there are to give, there are ways of giving. The key to having a rewarding giving experience is finding the best fit—for individual charitable priorities, financial goals, and personal preferences.
This Philanthropic Interests checklist is designed to help you help your clients determine the custom giving solution that’s right for them.
Philanthropic Interest Form (78 KB)
Why partner with PCF?
We partner with professional advisors to create highly effective approaches to charitable giving.
View Top 10 Reasons »