Professional Advisors


As a professional advisor, you are often the first and most important source of information for people interested in creating a substantial charitable legacy. With The Foundation as your partner in philanthropy, you'll be well equipped to address your clients' complex charitable planning needs, empowering them to support their favorite causes while also securing valuable benefits for their families. Contact us for further information by email or by calling (323) 761-8704.

  • The role we play is up to you. We'll be involved visibly or in the background, as you prefer. If your client wishes to be anonymous, we're glad to work exclusively through you. If not, you're welcome to invite your clients to contact us directly.
  • We respect the care and integrity with which you have cultivated your relationship with each client. It's our goal to enhance your ability to serve your clients, and to add value to the relationship you already have with them, to help you help them meet their charitable goals.
  • We are here to help, whether or not your client has a fund at The Foundation. In addition to working with our own family of more than 1,200 donor families, we often work with independent philanthropists and family foundations.

See video recaps of previous Professional Advisor Speaker Series events.

Some additional tools and resources for professional advisors are below.

Handbook on Charitable Giving
Gift Calculator
Estate Planning Workbook
Professional Advisor Speaker Series

Frequently Asked Questions Join Our Mailing List

Back to Top