We help clients with a heart for giving enhance their tax benefits as we guide them along their philanthropic journey.
We support nonprofits by assisting them in building capacity, diversifying their revenue streams and stewarding their donors through thoughtful and effective planned giving, development and legacy programs.
We partner with business owners and their teams of trusted advisors to provide tailored philanthropic education and charitable options for a tax-efficient sale of all or a portion of their business, helping them define and refine their philanthropic purposes and create a legacy for themselves and their families.
With decades of income, gift, and capital gains and estate tax planning, planned giving, development and business exit planning experience, CPC collaborates with stakeholders across the spectrum of philanthropy.
This is California Philanthropic Consulting - Philanthropy Simplified.
Book your free one-hour consultation: calendly.com/californiaphilanthropicconsulting