Professional Advisors

Professional Advisors

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
Ways to Get Involved

Please don’t hesitate to give us a call. For questions or additional information, contact Pamela Doherty at (415) 733-8521 or pdoherty[at]