Advisor Resources
Resources for Professional Advisors
Talking with Clients About Giving
A how-to guide on discussing philanthropy with your clients. Details here.
Donor Advised Fund
Our most popular fund — Most commonly used by individuals and families. Donors receive an immediate tax deduction upon the establishment of a fund, and can recommend grants from the fund over time based on areas of interest or philanthropic advice based on EBCF’s knowledge, research, and experience to address urgent needs in the East Bay. Details here.
Charitable Tools and Options
Overview of the types of assets that a donor can contribute to a charitable fund and 7 types of charitable vehicles we offer designed to meet different client needs. Details here.
Charitable Vehicles Comparison
Compare the features of 2 of our major philanthropic vehicles – a Donor Advised Fund and a Supporting Foundation, relative to a Private Foundation. Details here.
Family Philanthropy
Learn how families can work together on their charitable giving. Details here.
Your Lasting Legacy
Information on testamentary funds, commonly used by those who wish to establish a charitable legacy, either during their lifetime or after their passing through an estate gift. Details here.
