Together, we can meet your client's philanthropic needs. Once your client has gained control of his/her financial future, then it is time to decide what their philanthropic goals are. The Rancho Santa Fe Foundation provides a range of giving options as varied as making an outright gift to crating the framework for a planned gift.
We make it easy to give back to the community in the simplest,
impactful and most tax advantaged way possible. Please let us know if you are
a financial professional working with those in our community who wish to make
a difference. We will make sure that you are included on our list of professional
advisors (below) and you will be invited to our Annual Financial
Advisors Breakfast.
In 2007, our breakfast was held on Monday November 19th, with
Charles Brandes as the keynote speaker. Click here for Mr.
Brandes’ bio.
The date for the 2008 Financial Advisors Breakfast will be determined at a later
date.
The following is a list of Professional Advisors with whom the Foundation has worked over the past. It is not intended to be an endorsement but rather to demonstrate that these are professionals who are committed to assisting their clients with their philanthropic goals.
3/20/08