Charitable Solutions for Your Clients

The Central Valley Community Foundation has been a trusted partner for professional advisors and their clients for almost 60 years. As the only accredited community foundation in our region, we undergo a rigorous accreditation process of over 125 checkpoints for quality service and governance.

Professional advisors are essential because they connect donors to CVCF and are champions of our work and community. We value the trusted relationship you have with your clients. Our expert staff serves as personal philanthropy consultants to provide your clients with the same white glove service that you do.

Your client wants to do good in their community. You want to do good for their assets. We can help you achieve both.

We help clients choose customizable giving options to meet their philanthropic goals while taking advantage of tax benefits both during their lifetime and through estate planning. Our partnership is provided at no cost, and we can work directly with your client or in collaboration with you to support their giving to a single organization, multiple organizations, or a specific area of interest.

At CVCF, we make it easy for people to give and make a difference! We specialize in being flexible and provide a variety of fund types that are all approved by the IRS and tax-deductible. We take on the administrative burden of grantmaking for our fundholders. Before each grant is awarded we do the due diligence to ensure programs’ legitimacy and effectiveness. Our team has decades of experience in community-building and can help donors find high-impact opportunities to make a difference in areas that matter to them most.

Your client chooses the cause. We take care of the rest.

Our donors take satisfaction in knowing our modest management fees directly support their community and our work to make the Central Valley better for all.

For more information, please contact Caty Perez, Senior Philanthropy Officer, at caty@centralvalleycf.rog or 559.226.5600.