Estate Planning

As a professional advisor, you have clients who care about philanthropy. Truckee Tahoe Community Foundation is here to help.

Many of your clients may already be donating regularly to the organizations and programs they care about. By partnering with TTCF, you can make it easier for your clients to give effectively and receive significant tax benefits.

From the client who wants to make an immediate philanthropic impact, to the couple hoping to leave a legacy, to the family with a complicated tax situation, we have a team of professionals to help you find the best solution.

Truckee Tahoe Community Foundation provides expert investment management, a variety of investment options, and excellent returns for charitable investments.

View the complete list of types of funds that allow customized giving to support your client's favorite nonprofits or causes.

Should your client be ready to name Truckee Tahoe Community Foundation in their planned gift, please assist them in completing the Confidential Planned Gift Form.