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For Professional Advisors

As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and generous donors.

We understand that financial, philanthropic, and estate goals are unique to the individual. For this reason we welcome the opportunity to be of assistance as you incorporate your client's philanthropic goals into their estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.

Professional Advisor Luncheons

Every few months we host a "professional advisor luncheon" at 220 Montgomery Street, San Francisco, CA 94104. Each time, we invite different members of the UCSF faculty to come and speak to the professional advisor community about the exciting research taking place at the University. This is an opportunity for you to listen to some of the top research scientists and physicians in the country. If you would like to be included on our mailing list, please contact us.

Legal Name: University of California, San Francisco Foundation

Tax ID Number: 94-2829914

Please feel free to contact us directly for any assistance on an estate planning matter.

 

 

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