Your Client’s Legacy

Creating a Legacy that Makes a Difference

For decades, we have worked side by side with our donors to create legacies that support the issues they care about most. As your trusted partner in philanthropy, we can work with you to ensure your client has a plan in place that makes a lasting difference.

A safe place to sleep, a wellness program to keep a child healthy, an after-school youth orchestra, or protected wetlands in the San Francisco Bay — these solutions and many, many others have all been funded by legacy donors whose vision and generosity will live on forever in the vitality and beauty of the Bay Area.

What legacy do your clients want to pass on to future generations?

Learn more about our legacy program, and contact our VP of Development and Donor Services, Ruben D. Orduña at or 415.733.8507 to discuss how he can work with your and your clients to develop a customized plan that fulfills their legacy intentions.