Resources

Resources to help you create your Donor Advised Fund:

Schwab Charitable

Go to Schwab>



Fidelity Charitable

Go to Fidelity>



Vanguard Charitable

Go to Vanguard>

 

Sonoma County Community Foundation

Go to Sonoma Comunity Foundation>

Estate Planning Attorneys, Estate Planning CPAs, Financial Advisors and Community Foundations

National Association of Estate Planners and Councils

Visit Website>


 

American College of Trust and Estate Counsel

Visit Website>


 

Find a financial advisor

Visit Website>


 

Find a CPA in California

Visit Website>


Community Foundations (assist in donation planning and setting up donation vehicles)

Search for a Community Foundation in your hometown

Visit Website>


 

Sonoma County Community Foundation is familiar with Compassion Without Borders

Visit Website>



Do-It-Yourself Resources

LegalZoom – online will and trust documents for purchase

Visit Website>


 

Nolo sells Quicken Willmaker Software and online estate planning articles

Visit Website>


 

Rocket Lawyer has online forms to create a basic will/trust

Visit Website>


 

Trust and Will online service

Visit Website>