Partner With Us

Since 1994, Napa Valley Community Foundation has helped professional advisors assist their clients with charitable giving.

A professional resource for charitable giving

Whether your client wants to give now, or create a legacy, we can help you structure a gift that meets their objectives. And, because an important part of our mission is to grow philanthropy in Napa Valley, quite often this means suggesting alternatives for your client that don’t involve Napa Valley Community Foundation.

An ego-free partner that enhances your practice

We benefit from the strongest possible relationship between you and your client. We seek to support your role, never to eclipse it. We can work entirely in the background, or be part of client meetings, at your discretion.

A knowledgeable team with a national reputation

  • 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.
  • We have helped structure and execute $200 million in gift and grant transactions in recent years, working with a wide variety of gift assets, a broad range of giving vehicles and dozens of clients with very high expectations.
  • We have a bird’s-eye view of the charitable sector in Napa Valley that comes from conducting more than 200 site visits each year to local nonprofit programs.  We know where there are gaps, opportunities, needs, new ideas and great leaders.

Three ways to get started

For lifetime giving options, please click here.

For sample bequest language, please click here.

Looking for something you can’t find?  Email or call our staff to see how we can help you help your clients.

 
 
 

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