Achieving Charitable Impact
Andrew Firestone and Ralph Iannelli at a briefing on the Foundation's investment strategy given by Maureen Regan from Mercer Investment Consulting, Inc.
You help your clients realize their charitable dreams and we connect them with the causes they care about. Together, we can achieve great charitable impact. As a professional advisor partnering with the Santa Barbara Foundation, you are provided with many benefits. You can enhance your relationships with your clients by providing a variety of philanthropic products. You can also offer your clients customized giving options that meet their needs and interests while benefitting from the foundation’s solid community reputation and leadership.
The Santa Barbara Foundation is a valuable resource for professional advisors like you as well as a partner for your clients because we can help your clients maximize their tax benefits while supporting the issues and organizations they care about most.
The Foundation Offers:
- Gift planning to help your clients create legacies
- Options for family philanthropy
- Extensive knowledge of current community needs
- Administrative support to simplify giving
- Strategic philanthropic planning resources and consulting
- Collective giving and learning opportunities
The Santa Barbara Foundation provides many simple, convenient, and flexible ways to make a positive difference in the community, now and far into the future. To ease your conversations with your clients, suggest they use our online wills planner before your next appointment. Be prepared with illustrations to explore the best planned giving options.
At the foundation, we work through you. You manage your client relationships; we help you serve your clients’ charitable giving needs. We partner with you. We provide support, information, and expertise related to charitable giving options, handling all administration, record keeping, and financial statements. We help you connect across generations. When you help families establish donor advised funds at the Santa Barbara Foundation, you begin a process of involvement with current and future generations. We offer simplicity, tax benefits, flexibility, in-depth community knowledge, sound investment strategies, confidentiality, and objectivity.