Our Services
Planned Giving and Legacy Society Services
With proven, empathetic and culturally competent strategies, CPC trains nonprofit staff to establish and administer effective planned giving and legacy society programs.
CPC assists nonprofits in developing planned giving materials, including emails, direct mail and informational brochures, all tailored to showcase impact and increase donor engagement and investment.
By building capacity in-house and supporting a robust development program, CPC helps nonprofits upskill their staff, diversify their revenue streams, and turn occasional contributors into lifelong donors and supporters.
Donor Philanthropic Support Services
CPC works with individuals, families and private foundations to help them define and refine their philanthropic goals.
Working collaboratively with trusted advisors, CPC performs a holistic review of a client's income, estate, gift and capital gains tax positions in order to craft charitable giving strategies that best accomplish the client's goals.
From prospect research to tax illustrations, and from mission statements to site visits, CPC simplifies philanthropy so clients can fully experience the joy of giving.
Business Exit Philanthropic Planning
CPC helps business owners create a legacy for themselves and their families by partnering with the trusted advisors on a client's business exit planning team to provide philanthropic options for the sale of all or a portion of the business using a charitable vehicle.
Following the lead of the client and the client's trusted advisors, CPC will create a viewplan of tax-efficient and targeted philanthropic options in accordance with the client's philanthropic goals and the business exit planning team's tax, estate planning, and business needs and guidelines.
Using time-tested and established strategies for selling all or part of a business using a charitable vehicle, CPC adds value to a business exit planning team by helping a business seller:
- minimize transfer taxes on the transaction,
- rediscover a sense of purpose and mission for the future, and
- establish a fulfilling and satisfying charitable legacy for themselves and their family for generations to come.
California Philanthropic Consulting (CPC) simplifies philanthropy.
Utilizing our extensive tax and estate planning expertise, in conjunction with a social justice lens, CPC helps donors fulfill their charitable goals in the most tax-efficient and impactful ways possible, in support of the causes about which they are most passionate.
CPC assists nonprofit organizations by helping them develop planned giving and development skills in-house, thereby increasing capacity, diversifying revenue, stewarding donors, increasing their supporter base and raising awareness of their important work.
Most importantly, CPC creates connections, builds bridges and strengthens relationships between nonprofit organizations - especially BIPOC-led and BIPOC-serving nonprofits - and the private, public and government sectors.
We are California Philanthropic Consulting - Philanthropy Simplified.
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