Partnering to Serve Client Needs

As an attorney, accountant, financial planner, insurance agent or other professional who gives advice in the arena of estate planning you make a living by what you get, but have the opportunity to improve the world by what you encourage and advise with regards to charitable giving. Given the fact that Bill Clinton, in his book “Giving,” notes that we are in the most prolific period of philanthropy that has ever been seen in America, you have an influential and important role in improving the world.

We want to be a resource for you, as well as a philanthropic partner for your clients. A full understanding of the many possibilities of charitable giving, which can offer specific tax benefits, can also help your clients achieve financial, personal or business goals. In empowering both you and your clients through philanthropy, we will all have achieved great change for the advancement of public good.

Now in our second decade of making a difference, we have a strong record of investment in the Lake Tahoe Region. We invite you to get to know us, gain confidence in our work, and partner in making a difference in the world. You’ll expand your professional expertise with a philanthropic service and serve your clients well. Once we have a relationship with a professional advisor, we can confidently provide clients who come to us by other means with a reference.

Our Foundation is here to help you. Please contact at 775-298-0100 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it .