Professional Advisor Network

The Santa Barbara Foundation’s Professional Advisors Network provides a place for professional advisors to learn ways to integrate philanthropy into their work and connect with like-minded professionals. The Professional Advisors Network is comprised of legal, financial management, accounting, insurance and investment, wealth management, and other professionals who are committed to helping their clients achieve philanthropic goals.

Sign Up for our Professional Advisor Network!

Joining the Professional Advisors Network will allow you to:

• Meet like-minded professionals to exchange ideas and information
• Develop a deeper understanding of philanthropy
• Receive recognition on our website and other professional advisor publications
• Have the opportunity to present to various SBF constituents on relevant topics

For members in the Professional Advisor Network, SBF offers:

• Philanthropic expertise and advising
• Tools to open a charitable fund for a client and Planned Giving Tools
• Updated information on new issues in philanthropy, charitable resource guides and materials
• Customized presentations for your clients and firm
• Information on SBF’s Strategic Priorities and pressing community needs
• And much more!

Through the Professional Advisors Network, we hope to encourage the philanthropic conversation within your work and help strengthen your client relationships. We want to ensure that you feel prepared, and equipped, discussing the many different options for philanthropic giving.

The Santa Barbara Foundation’s goal is to continue to increase the impact that philanthropy can have in our communities by collaborating with you and serving your clients. Together, we can help your clients maximize their tax benefits and ensure they make the best decisions for making a difference in Santa Barbara County.

To learn more about the Professional Advisors Network, contact Jessica Sanchez, Director of Donor Relations at 805.880.9366 or jsanchez@sbfoundation.org.