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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 grantmaking expertise.
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Professional Advisor Resources

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