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
- 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 kcrawford[at]sff.org to be added to our list.
- Meet our Professional Advisors Council.
- Join our Emerging Advisors Network.
San Francisco Foundation Professional Advisors Luncheon
Thursday, May 23, 2024
11:30 AM – 1:30 PM
Julia Morgan Ballroom at Merchants Exchange Building
465 California Street, 15th Floor, San Francisco
Individual tickets and tables are available:
- Individual: $80
- Table of 8: $600
Luncheon Presentation
Top 5 Things You Need to Know About Multi-Generational Philanthropy and Wealth
Wealth and estate planning sessions have historically served as prompts for conversations about philanthropy. Today, research indicates that for the next generation of high-net-worth families, the desire to engage in philanthropy is instead frequently the catalyst for planning discussions. Having grown up with widespread access to information and increased awareness of social issues, the next generation is often driven by a desire to give back as they prepare for family succession, the responsibility of inherited wealth, and their priorities for the future.
Featured speakers:
Crystal Thompkins, CAP®, CSPG, Director of Strategic Impact, Daylight Advisors
David Ogburn, CFP®, CEPA®, Senior Client Strategist, BNY Mellon Wealth Management
Join us for an engaging program as we dive into the data and trends about next-gen wealth holders and explore the roles professional advisors can play in helping their clients achieve their goals.
Please don’t hesitate to give us a call. For questions or additional information, contact Katiti Crawford at (415) 733-8558 or kcrawford[at]sff.org.