Plan

For Financial Advisors and their Clients

Studies show high net-worth individuals talk with their financial advisors about charitable giving when doing their financial and estate planning. We make it easy for you to offer philanthropic opportunities right here in Amador County. Your clients will appreciate the charitable impact and tax advantages you help them achieve by working with the Amador Community Foundation.

Through the Foundation, a significant stream of capital has already been directed to worthy causes and will continue into the future. We are experts on charitable giving, and we understand our community. By partnering with us, you can help your clients enhance their current income, increase their heirs’ inheritance, and leave a family legacy of generosity.

We offer a range of services where we work as your partner while you stay in control of your client relationship. The Foundation takes care of all the administrative details.

See links to left for more info.