Planned Giving

Placer Community Foundation partners with professional advisors – attorneys, financial advisors, investment managers, trust officers, accountants and others – to integrate charitable giving into their clients’ financial and estate plan.

Giving Solutions for Your Clients

As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our donors.

We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients’ philanthropic objectives into well-crafted estate plans. We encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.

Contact us for information or assistance on a confidential basis.

Legal name: Placer Community Foundation
Tax I.D. number: 20-1485011

Resources for Advisors

We are here as a helpful resource and partner to help you advise your clients.

Learn more about our Financial Advisor Program
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