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Charitable Solutions for Your Client

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.

Get Connected

We invite you to join our network of professional advisors and stay connected to how CVCF can support you and your clients. We host a variety of in-person and virtual events to help equip you with charitable giving tools, learn about key initiatives and work being done in our region, network with other professional advisors, and support your professional development.

Advisors Network Form
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Advisors Network Planning Committee

Amber M. Bridges

Baker Manock & Jensen, PC

Puneetpal Kaur, CPA

Wiebe Hinton Hambalek, LLP

Michael E. Muhareb, CFP®, AIF®

LPL Financial Consultant

Brandon A. Esraelian

Richardson, Jones & Esraelian

Tina Mistry, CFP®

Portfolio Advisors, Inc.

Rod Thornton

Retired

Kim M Herold

McCormick Barstow, LLP

Chris Morse

Baker Tilly

Justin Vartanian, CFP®, CPWA®, BFATM, CEPA®

Brouwer, DeJong & Associates

Stay Connected to the Work

We invite you to join our network of professional advisors and stay connected to how CVCF can support you and your clients.

Caty Perez

Senior Philanthropy Officer 

caty@centralvalleycf.org

559.226.5600.

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