Professional Advisors

The San Francisco Foundation is a resource for professional advisors on a range of issues related to charitable planning and giving.

We serve as a resource to advisors on all aspects of charitable planning.

The Foundation values its partnerships with professional advisors from the legal, accounting, insurance, wealth management and planned giving communities. We are committed to doing everything we can to provide advisors and their clients with information to enable them to make informed decisions about giving.

Whether your client is interested in giving through the Foundation, is considering direct gifts, or is simply exploring options, we are committed to assisting you and them. The mission of the Foundation is to promote philanthropy in the Bay Area. With nearly 60 years of experience working with advisors and their clients, we have the expertise to help advisors and clients develop and implement charitable plans.

Visit our pages dedicated to professional advisors.