Professional Advisors

The Laguna Beach Community Foundation partners with charitably minded professionals, including attorneys, CPAs and financial advisors who live, work, or serve Laguna Beach clients. Advisors increase awareness of the Laguna Beach Community Foundation and further the mission of enhancing philanthropy by better serving their clients philanthropic wishes. Take advantage of our world-class investment team or maintain investment control while benefiting from the philanthropic expertise of the Community Foundation.

Professional Council Toolkit

Partnering with the Laguna Beach Community Foundation creates a distinct advantage for you and your clients by building a team dedicated to meeting their philanthropic wishes. If you work with philanthropic individuals, families or companies, the Laguna Beach Community Foundation can be a resource to you by:

• Partnership - Collaborating on structuring tax-saving charitable options to make the most of your clients’ emotional, civic and financial charitable giving while at the same time benefiting our community. Because LBCF is a public charity your clients can receive the maximum tax deduction allowed by law and potentially avoid capital gains tax.*
• Strengthening Your Client Services - Connecting your clients with philanthropic leaders who have in-depth knowledge of charitable giving and challenging charitable transactions.
• Build your Network - Connecting you with other charitably minded professionals who can assist you in better serving your clients.
• Continuing Education - LBCF offers continuing education courses leveraging industry experts to help give you a distinct advantage in better serving your clients' needs.
• Community Outreach - We host exclusive nonprofit tours for local advisors and business partners to facilitate networking and help provide first-hand philanthropic experience that will help you to better assist your clients in meeting their philanthropic goals.

Charitably minded professionals that partner with the Laguna Beach Community Foundation make up our Professional Council. Click here to see the 2015 Laguna Beach Community Foundation Professional Council. 

Above: Rick Balzer (third from left), LBCF Trustee with Professional Council members: Richard Cirelli, Mortgage Broker, CMPS; David M. Duttenhofer, Investment Advisor and CFP; Bryan Gianesin, Esq.

*The Laguna Beach Community Foundation is not engaged in rendering legal, accounting or other professional service. If legal advice or other expertise is required, the services of a competent professional should be sought.