Advisor Resources

As a professional advisor, you provide sound guidance to clients about their finances and legacies. Your experience and knowledge give them confidence when making financial decisions from retirement to their estate plans.

 

The Foundation encourages you to discuss charitable giving with clients, friends and family. As a professional, it’s a wonderful way to give back to the community we share.

 

Resources

 

A variety of resources are available specifically for professional advisors. We have gathered many for you and encourage you to browse them as necessary. As advisors you are on the front lines of philanthropic opportunity. Your role is to help clients best plan for their futures, their legacies and their communities. By involving yourself in the nonprofit community, you can better serve your clients and help them find meaningful and fulfilling charitable matches.

 

 

Supporting the work of the Foundation or donating to one of our 35 funds is just one click away. Have your VISA or Mastercard ready to make a safe and secure tax-deductible donation today.

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The mission of the Lodi Community Foundation is to advocate and facilitate charitable giving to create lasting legacies that build a stronger Lodi community.

P.O. Box 2278

Lodi, CA 95241

(209) 910-3LCF (3523)

Copyright 2017 © Lodi Community Foundation, Inc.