For Advisors

How LACF can help you

Professional advisors are often faced with a delicate dilemma. You want to discuss the many benefits of charitable giving with your clients, but you want to avoid recommending specific charities. Or perhaps you have a client that wants to include charitable giving in his or her plan, but is not ready to commit to specific charities yet.

That’s where we fit in.

LACF can help your clients give to the causes they care about most and take advantage of tax benefits. We also can help integrate charitable giving within estate and financial plans. We can facilitate anonymous giving, and assist with complex gifts and provide ways for your clients to change their charitable beneficiaries without constant amendments.

While some donors know the causes they want to support, others look to us for guidance in determining where community needs are greatest. We are always available to help donors make informed giving decisions.

Read Summary of US Trust Study of High Net Worth Donors

  • We partner with you. We provide support and expertise around charitable giving options. Think of us as your own planned giving center. You stay in control of your client relationships. We can work with you in the background or join you at the table with your client.
  • We help you build stronger relationships. Your clients will like the charitable impact and tax advantages you help them achieve by working with LACF.
  • We help you connect across generations. When you help families start a fund at the Foundation, you begin an ongoing process of involvement with current and future generations.

Starting the discussion with your clients

How can I recommend giving without recommending a charity?

Fortunately, there’s a simple solution: your local community foundation. A community foundation is a single, trusted vehicle your clients can use to address the issues they care about most while gaining maximum tax benefits under state and federal law. We offer a variety of flexible, giving options, including the ability to set up a charitable fund in your client’s name. Read about the questions you can discuss with your clients for charitable giving.

Ways your client can give

Clients can give now or give later through estate planning. By giving to Los Altos Community Foundation (LACF), your clients will receive personal, flexible service while supporting their Foundation’s work to improve their local community.

Read about giving options to LACF.

LACF is a 501(c)(3) public charity, allowing your clients to be eligible for maximum tax benefits under the law.

Gifts Accepted by Los Altos Community Foundation

LACF accepts many types of gifts, including cash, appreciated securities and retirement plans. Read about all the types of gifts that LACF accepts.

For questions or information about giving options, contact Adin Miller, Executive Director, (650) 949-5908 or at

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