Advisor Resources

Resources for Professional Advisors

Talking with Clients About Giving

A how-to guide on discussing philanthropy with your clients. Details here.

Donor Advised Fund

Our most popular fund — Most commonly used by individuals and families. Donors receive an immediate tax deduction upon the establishment of a fund, and can recommend grants from the fund over time based on areas of interest or philanthropic advice based on EBCF’s knowledge, research, and experience to address urgent needs in the East Bay. Details here.

Charitable Tools and Options

Overview of the types of assets that a donor can contribute to a charitable fund and 7 types of charitable vehicles we offer designed to meet different client needs. Details here.

Charitable Vehicles Comparison

Compare the features of 2 of our major philanthropic vehicles – a Donor Advised Fund and a Supporting Foundation, relative to a Private Foundation. Details here.

Family Philanthropy

Learn how families can work together on their charitable giving. Details here.

Your Lasting Legacy

Information on testamentary funds, commonly used by those who wish to establish a charitable legacy, either during their lifetime or after their passing through an estate gift. Details here.