Partner With Us

We consider professional advisors—estate planners, attorneys, accountants, financial advisors, and others—as partners in the charitable giving process. By working together, we can help fulfill your clients’ personal financial and charitable goals while leaving an everlasting impact on the community.

We can help you by…

  • Consulting with you and your clients on ways the Community Foundation can help them meet their charitable and financial goals.
  • Offering strategies for discussing charitable giving with your clients.
  • Providing fund document templates.
  • Providing sample will and trust language.
  • Hosting education workshops for professional advisors. To receive an invitation to our next workshop, email Jessica Martin, our Affiliate Coordinator.
  • Providing you with resources about charitable giving and community foundations.

Recent News

SVCF's Quarterly Statement Flier & Dashboard available

Solomon Valley Community Foundation's Quarterly Statement Flier & Dashboard now available online! 3/31/17 SVCF Dashboard 4/1/17 Statement Flier SVCF[...]

SolVCF's Quarterly Dashboard is now available

Solomon Valley Community Foundation's Quarterly Dashboard is now available to view online! 12/31/16 SolVCF Dashboard[...]