Welcome to the Professional Advisors Network!

Welcome to the Professional Advisors 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.

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 to discuss the many different options for philanthropic giving. We aim at working with you to create customized giving strategies that will help your clients make a meaningful philanthropic impact and make it as simple as possible for you to meet your clients' goals.

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 of the Professional Advisors Network, SBF offers:

• Philanthropic expertise and advising
• Tools to open a charitable fund for your clients
• Planned Giving Tools to help you create customized philanthropic plans for your clients
• 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!

The Santa Barbara Foundation's goal is to continue to increase the impact that philanthropy has on our communities by collaborating with you and serving your clients. Together, we can help your clients maximize their tax benefits while making the impact they wish to make in Santa Barbara County.

We are grateful for the current members of our Professional Advisors Network, who have helped clients make charitable contributions and referred their clients to the Santa Barbara Foundation. You are key partners in our efforts to help connect your clients' charitable vision with community needs.

To learn more about the Professional Advisors Network, contact Jessica Sanchez, Director of Donor Relations, at (805) 880-9366 or [email protected].

Join now!