Professional Advisors
Invest in the Future of
San Benito County
Profession Advisor Networking Events
The Foundation hosts private quarterly evening socials for Professional Advisors to network and mingle.
For more information or to request to join, contact us by calling the front office at 831-630-1924 or sending an email to [email protected].
Planned Giving Resources
If you have clients interested in creating a plan for their charitable giving, please see the resources available to you.