Partnering with Placer Community Foundation adds great value to the services you provide your clients. As a local resource for charitable giving we are the best choice because of our experienced staff, range of giving options, capacity to accept complicated assets and deep community knowledge.
Speak To Us About Our Advisor Resources
Want to work with PCF to enhance what you do with your philanthropic-minded families and companies? Have questions about the many ways we can assist you and your clients? Let’s talk!
In a recent Charitable Advice and Giving Survey, two-thirds of advisors who incorporate charitable planning advice into their practices said it is an important aspect of their Client Relationship.
How Can We Help You?
Whether you are an attorney, estate planner, accountant or financial advisor, you always have your clients’ best interests at heart. So do we.
For more than a decade, Placer Community Foundation has proudly – and gratefully – worked hand-in-hand with the region’s professional advisors to help their charitably inclined clients meet their goals.
PCF is here to help you serve your clients better. We can help with philanthropic planning, adding value to your practice and your client relationships. To draft a plan that’s tailored to your client’s particular needs, consult with PCF or invite us to join a meeting with your client. Always completely confidential, free, and without obligation.
Placer Community Foundation works closely with you and your clients to develop giving approaches that best match personal interests and tax planning needs. We can help integrate charitable giving within estate and financial plans, establish charitable funds to facilitate giving, provide clients the option to give anonymously and allow clients to work with their preferred investment managers. We work hard to support you and your clients at every step in the giving process.
No matter what the charitable question or need may be, if it’s about philanthropy or the community, Placer Community Foundation has the answer. Call our Philanthropic Services Department, 530.885.4920, and let us point you to the resources you need to serve your clients.