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 Gary by calling the front office or sending an email.

 

Planned Giving Resources

If you have clients interested in creating a plan for their charitable giving, please see the resources available to you.