Most often, the people we work with are your clients before they become our donors.
That’s why we strive to be a resource for professional advisors with clients in Napa Valley.
Whether you are an estate planning attorney, CPA, wealth manager, or other professional advisor, we can help you support your clients’ charitable giving goals — during their lifetime, or through their estate plan.
How we can help
Your clients have dreams and resources, but their time is precious.
They want to invest in the causes they care about, but they aren’t always sure which programs are most effective, or most needed, or most likely to be around in 10 or 20 years.
We are well positioned to help you assist your clients with giving because:
- We conduct more than 200 site visits each year to charitable programs in Napa Valley. We know where there are gaps, opportunities, needs, new ideas and great leaders.
- We work every day at the intersection of donors’ passions and community needs. Our job is to understand your clients’ goals, to understand nonprofits, and to make connections as appropriate.
- We are the top-ranked community foundation in the country on more than half of the key measures of donor satisfaction and impact, according to a recent donor survey conducted by the Center for Effective Philanthropy.
Looking for something you can’t find? Email or call our staff to see how we can help you help your clients.