Fresno Regional Foundation

Advisor resources

Fresno Regional Foundation is the most trusted steward of philanthropy in the Central Valley region. We support professional advisors in helping clients fulfill their charitable giving, while gaining maximum tax benefits under state and federal law. We offer as much, or as little, support as advisors need to assess giving options and tailor a charitable solution that matches their clients' personal, financial and philanthropic goals.

Tools for professional advisors

Downloadable resources

Comparing four approaches to giving (PDF): Direct gifts, donor advised funds, supporting organizations, private foundations
Optimize charitable giving (PDF): Helping donors find the perfect fit
Quick reference guide (PDF)
Sample bequest language (DOC)

Trust illustrations and scenarios

We are happy to draft planning scenarios for you if a client is interested in a charitable trust. Many clients seek giving opportunities that provide capital gains savings, an income tax deduction and a lifetime income for the donor, donor's spouse or another individual. We can project tax deductions, savings and cash flows. Contact us for custom support and to share your ideas. We'll help you find a solution that’s good for your client, your business and your community.

Informational presentations and handouts

We will deliver to you, your firm, or your clients. Would the members of your firm be interested in learning more about how charitable giving can benefit clients? Do you belong to a club or membership organization that would like to learn more about opportunities to give back to community?