For Advisors

Friday August 14, 2020

Professional Advisors

The Santa Barbara Foundation is your partner in philanthropy. We work with Professional Advisors to help create philanthropic plans to meet your client's charitable goals.

Benefits of Working with the Santa Barbara Foundation

The Santa Barbara Foundation's goal is to connect your client's charitable vision with community needs. The foundation offers various charitable options to help your client meet their philanthropic goals. By working with the Santa Barbara Foundation, you can make it easier for your clients to give effectively and learn about the giving opportunities in Santa Barbara County.

  • The foundation has the expertise to create gift plans that best fit your client's financial situation, ensuring their charitable goals will be met during and after their lifetime.
  • The foundation can accept a wide variety of assets, and can facilitate complex forms of giving.
  • The foundation will help your client maximize their charitable giving by removing administrative burden.
  • The foundation has staff with broad expertise regarding community issues and needs.
  • Our team can provide information on nonprofit organizations and programs that make a difference in the charitable areas of interest of your client.
  • The foundation staff can deliver grant-making expertise.
Join our Professional Advisors Network! Click here to learn more.

Professional Advisor Resources

Learn how the Santa Barbara Foundation can enhance your client's philanthropic experience through customized programs and resources.

Advisor Resources
Advisor Resources
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.
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Gift Options
Find out what types of assets make the best planned gifts. Learn about gifts of cash, securities and property.
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Charitable Giving Vehicles
Learn about the variety of charitable giving vehicles the Santa Barbara Foundation offers, and how they can help your clients meet their philanthropic goals.
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Bequest Information
A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or Santa Barbara Foundation as part of your estate plan.
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Professional Advisor Tools
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service.
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Investments
You can select your preferred investment option for your fund at the Santa Barbara Foundation.
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Financials
Our goal is to be transparent in all aspects of our operations within the community.
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