Professional advisors face unique situations and expectations when navigating conversations with clients about their charitable intentions. Occasionally, those situations arise in an obvious or linear way, other times opportunities may arise to begin a charitable...
Meet the Philanthropic Planning Team Community Foundation Sonoma County’s Philanthropic Planning Team works together with professional advisors to help your clients give effectively and receive significant tax benefits. From the client who wants to make an immediate...
Welcome to the Greater Good, our monthly newsletter for professional advisors vested in the work of Community Foundation Sonoma County. We know you want to work smarter and more strategically with your clients as you navigate charitable conversations. Greater Good...
