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Professional Advisors

At Rancho Santa Fe Foundation, we highly value our relationships with attorneys and estate planning professionals. Many of these advisors regularly refer clients to us to explore the charitable options offered by the Foundation. We make it easy for your clients to give back to the community in the simplest, most impactful and tax-advantaged way possible. Together, we can help your clients achieve their charitable giving goals.

Benefits of Working with Rancho Santa Fe Foundation

At Rancho Santa Fe Foundation, we want to help connect your client’s charitable vision with community needs. RSF Foundation will guide you and your client through the various charitable options to achieve their philanthropic goals. By working with RSF Foundation, you can assure your clients are most effective in their giving.

The benefits of working with us include:

  • The Foundation has the expertise to create gift plans that best fit your client’s financial situation, ensuring their charitable goals will be met during and after their lifetime.
  • The Foundation can accept a wide variety of assets, and can facilitate complex forms of giving.
  • The Foundation will provide your client top of the line service and simplify the giving process.
  • The Foundation has staff with broad expertise regarding community issues and needs.
  • Our team can provide information on nonprofit organizations and programs that make a difference in the charitable areas of interest of your client.
  • The Foundation staff will share our in-depth knowledge of industry best practices and grantmaking expertise.

RSFF Professional Advisor Network

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Want to Partner with RSFF?

Contact Amy Myers, to discuss partnering with us!

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Partners in Philanthropy


The professional staff at the Rancho Santa Fe Foundation provides options for your charitable giving and shares their extensive knowledge of nonprofits doing the best work in your areas of interest in San Diego County and beyond.

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