Advise
Almost always, the people who work with Napa Valley Community Foundation 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, tax, business or land use lawyer; accountant, enrolled agent or tax advisor; financial planner or investment advisor, we can help you support your clients and their charitable goals.
How we can help
Your clients have dreams and resources, but their time is precious. They want to invest in organizations they care about, but they aren’t always sure how to get started—or how to have an impact. There are many giving options, and hundreds of providers to choose from. Why work with us?
- We work as your partner to help your clients achieve their goals.
- We serve as a resource for professional advisors, helping you connect your clients charitable wishes with organizations in the community that fulfill their goals.
- We can help you start conversations about philanthropy in the context of financial and tax planning or estate planning.
- We can help with complex gifts that fit in with your clients' estate planning goals and provide for long-term flexibility.
- We offer simple, cost-effective alternatives to private foundations (PDF) that can help your clients and their families continue their giving through the generations.
