Professional Advisors

If you are a professional advisor, it is likely that many of your clients are already making annual gifts to support their favorite charitable organizations. Why not help them give smartly so that they provide for the people and causes they care about as part of their overall financial planning? Why not help them create a rich charitable legacy in their estate plan? The Richmond Community Foundation is a resource and a partner to help you serve your clients' charitable goals. RCF is a vehicle through which individuals, families, companies and charitable organizations can make gifts, current or planned, to benefit the community.

We are dedicated to providing the highest level of service to advisors.

To help with issues related to charitable giving, RCF can:

• Consults with you, your clients, and your colleagues on ways RCF can help meet people's financial and charitable goals, both during their lifetimes and as part of their estate planning.
• Suggests strategies for discussing charitable giving with your clients.
• Provides documents on giving through RCF.
• Provide expertise on community issues and the organizations addressing them.

For more information, please contact David Snyder, Chief Development Officer, at (510) 234-1200 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it .