The San Francisco Foundation works with advisors throughout the Bay Area. We understand that your clients’ tax, financial and estate planning circumstances are often complex. With our gift planning expertise, and our ability to accept a variety of assets, we can help identify effective solutions.
With our deep philanthropic expertise, we can help create and implement a strategy to meet your clients’ giving goals.
As a resource for philanthropy and a partner for professional advisors, we offer:
- Tools to open a charitable fund for a client
- Outside investment management
- Philanthropic expertise and advising
- Firm presentations
- Advisor events
- Opportunities to learn and hear from Bay Area community leaders and changemakers
2025 Professional Advisors Luncheon
Thursday, May 22, 2025
11:30 AM – 1:30 PM
Julia Morgan Ballroom at The Merchants Exchange Building
465 California Street, 15th Floor, San Francisco
Join us for an engaging program and the opportunity to connect and network with peers.
Individual tickets and tables are available:
Individual: $85
Table of 8: $650
Register by May 7
Ways to Get Involved
- Download the Professional Advisors Guide to assist your clients.
- Learn more about the donor experience at the San Francisco Foundation.
- Read our latest newsletter. Email give[at]sff.org to be added to our list.
- Meet our Professional Advisors Council.
- Join our Emerging Advisors Network.