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TOOLS FOR PROFESSIONAL ADVISORS
The expert team at Silicon Valley Community Foundation has been working with professional legal and financial advisors for many years with one goal in mind: helping you to help your clients realize their philanthropic dreams.
We provide accurate and timely information so you can better serve your clients' changing needs. We offer printed materials, custom presentations and seminars for advisors (with continuing education credit available). Newly designed, printed materials tailored to the specialized information needs of professional advisors are now available. Click here to download a sample and learn more about the services and benefits we offer you and your clients, specific ideas on how we can partner with you, and why we believe the community foundation is uniquely positioned to change our region and the world.
If would like additional copies mailed to you or other materials for clients interested in opening a fund, please call our Professional Advisor Hotline at 650.450.5517 or email us at donate@siliconvalleycf.org.
Our services and resources include:
Consultations and Presentations
A consultation is a great way for us to share more information with you about the services and giving options that Silicon Valley Community Foundation can provide your client. We are happy to arrange a phone call or in-person meeting at the time and date that works best for you.
Our experienced philanthropic staff can present to your team at your next department or staff meeting to identify charitable solutions for your clients’ estate planning needs. Presentations include ample time for discussion and can be tailored to fit your schedule.
Trust Illustrations
The community foundation uses Crescendo software to provide you with charitable gift planning illustrations. Contact us to request a free trust illustration. The illustration can be faxed to you or sent by email upon request.
Professional Advisor Email Newsletter
Are you looking for an easy way to keep up with current trends and government regulations that may affect you and your clients? Sign up to receive Silicon Valley Community Foundation’s quarterly electronic newsletter for advisors, featuring useful news and articles as well as information about upcoming seminars and events.
Planned Giving Calculations
Silicon Valley Community Foundation has set up a free planned giving calculator to enable you to view different estate-planning scenarios on a secure website. Estate planning options include: charitable remainder annuity trusts, charitable remainder unitrusts, charitable lead unitrusts, charitable lead annuity trusts, pooled income funds, or gift annuities. Using the calculator, you can determine how your client can save on estate taxes and financial benefits each of these options offers.
Clients with Private Foundations
Often prompted by year-end tax planning, a quick decision to establish a private family foundation can result in a costly and unwieldy long-term responsibility for your client. In fact, after the first year or two of operation, some private foundation founders express mild regret, saying they didn't anticipate the magnitude of demands on their time, energy and resources. They wish that someone had helped them to consider all the costs, benefits and options. Silicon Valley Community Foundation offers an array of more streamlined, cost-effective ways to assist your clients with private foundations with philanthropy.
For clients who have established a private foundation and now realize they can no longer manage the administrative responsibilities, we offer services and options for private foundations.
Other Online Resources
To help you help your clients with their estate and financial planning needs, the community foundation has compiled these online resources.
Contact us to learn more about how we can support you in providing comprehensive philanthropic services to your clients
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