Estate planning
We can help you connect your client to community organizations, programs and projects making a difference in Napa County. We can also help structure a charitable gift that meets a wide variety of charitable and financial objectives.
Fulfill financial goals and champion a cause
Depending on your clients’ current needs and hopes for the future, a charitable trust or bequest could help fulfill their philanthropic, tax planning and wealth transfer goals. This is especially true if your client would like to support a particular cause in perpetuity; champion a broad field of interest, such as social justice or the arts in Napa County; or, “just give something back” when the time is right.
Call on us for help. To discuss the Community Foundation’s estate planning services, please contact Terence Mulligan or call (707) 254-9565.
