For Professional Advisors
Make the most of your clients’ philanthropy.
As a full-service philanthropic partner, The East Bay Community Foundation enables professional advisors to provide powerful, rewarding philanthropic options for their clients. Advisors benefit by gaining access to philanthropic expertise, nonprofit experience, and a strong knowledge of community roots. Our philanthropic advisors serve as an invaluable resource, simplifying the many avenues of giving for your clients, recommending strategies based on areas of interest, and ensuring that your clients’ dollars will have the greatest impact—whether they plan to give now or into the future.
Why invest with the East Bay Community Foundation?
We have deep knowledge of the East Bay, and are connected with the community, so your clients’ gifts will have high philanthropic impact.
We have deep expertise
We honor your relationship
We're networked
What advisors are saying about us
“The East Bay Community Foundation is a tremendous asset to our community. The foundation is a valuable resource for the generous individuals and businesses of the East Bay and an essential support system to the many nonprofit organizations that work so hard to address the needs of our community.”
The East Bay Community Foundation’s Professional Advisor Leadership Council consists of estate, financial, and tax-planning professionals.
The PALC meets regularly and serves as an invaluable sounding board for the Foundation’s strategies. We are grateful to Council members for volunteering their time to help us become a better resource to advisors and their clients. For more information about the Professional Advisor Leadership Council or the EBCF’s services to professional advisors, please contact Christine Lim, Senior Development Officer via email at clim@eastbaycf.org or call (510) 208-0844.
Catherine Chen, CIMA, AWM
Rachel A. Dodson, Attorney at Law
rdodson@roismanhenel.com
