Advisors

Together, we can meet your client’s philanthropic needs. Once your client has gained control of his/her financial future, then it is time to decide what their philanthropic goals are. The Rancho Santa Fe Foundation provides a range of giving options from making an outright gift to creating the framework for a planned gift.

We make it easy to give back to the community in the simplest, most impactful and tax-advantaged way possible. Please let us know if you are a financial professional working with those in our community who wish to make a difference. We will make sure that you are included on our list of professional advisors (below) and you will be invited to our Annual Financial Advisors Breakfast. The following is a list of Professional Advisors with whom the Foundation has worked in the past. It is not intended to be an endorsement but rather to demonstrate that these are professionals who are committed to assisting their clients with their philanthropic goals.