Professional Advisor Partnerships
We have hundreds of longstanding partnerships with professional advisors around the Bay Area. That’s because philanthropy plays an important role in the portfolios of their high-net worth clients.
With our considerable philanthropic expertise, and renowned personal service, MCF acts as an extended part of the team for our advisor network and helps them forge deeper relationships with multiple family generations.
As an advisor, you’ll enjoy:
- Retention of assets under management for portfolios of $5 million or greater
- Inclusion of philanthropy in comprehensive wealth management offering
- Enhanced client relationships
- Access to planned giving support & vehicles
- Endowment opportunities
- A dedicated relationship manager at MCF
- Access to exclusive events and networking opportunities
Your clients receive:
- Dedicated senior philanthropic advisor
- Access to world-class philanthropic knowledge
- Local, national and global grantmaking
- Tax advantages only available to public benefit foundations
- Sophisticated online account management
- Access to a diverse range of charitable giving vehicles
- Networking opportunities with a community of like-minded donors
- A Bay Area resource that understands the local landscape
The Advisor Series.
We've heard from many of our advisor partners that explaining MCF to clients can sometimes be challenging. We're an organization with many offerings and the last thing your busy clients need is to wade through large packets of written content.
The Advisor Series solves the problem! A new set of six, short-form educational videos that are less than 90 seconds in length, these videos provide introductions to MCF, donor-advised funds and more. They're designed to be equal parts informative and engaging, so your clients will walk away with a good sense of who we are and what we do.
Professional Advisor Committee
We established our Professional Advisor Committee many years ago, as a way to ensure we are providing the precise service a professional advisor expects for their clients. Comprising 9 experts in their respective fields, this group meets quarterly with key MCF staff to provide insights that can help all of us better service our shared clients.
The Family Office of Philanthropy
Trusted relationships. Impeccable service. Tailored guidance. When your clients join MCF, they’ll be taking their philanthropy to new heights. And you'll have peace of mind.
downloadable resources
Having a meeting with a client who is interested in discussing philanthropy? Here are some resources that you can have on hand that can facilitate an informed conversation. Of course, you can always contact us if the discussion becomes complex.
Testimonials
The majority of our firm’s clients work with MCF on their philanthropy. The team at MCF is knowledgeable, talented, efficient, and has made our clients’ lives easier while also helping them achieve their philanthropic goals.
John Schneider
One of my clients was inspired to rehabilitate an abandoned theater and make it available to Bay Area arts organizations struggling to find affordable venues. MCF brought in their talented staff to help with everything from naming the theater to developing its mission, forming the board, setting up staffing systems, and managing finances. MCF continues to provide oversight, allowing the client and staff to focus on serving the arts community. This project showed me the incredible depth of MCF’s expertise in realizing complex philanthropic visions beyond just grant management.
Patrick McCabe
As a family who has lived in Marin County for 20 years, we deeply care about this community. We are fortunate to have MCF as a truly impactful partner in conducting our own philanthropy. I have been involved in many capacities with MCF for decades because I believe it is in an incredible position to tackle the challenges we face in our community.
Mitch Cohen
The majority of our firm’s clients work with MCF on their philanthropy. The team at MCF is knowledgeable, talented, efficient, and has made our clients’ lives easier while also helping them achieve their philanthropic goals.
John Schneider
One of my clients was inspired to rehabilitate an abandoned theater and make it available to Bay Area arts organizations struggling to find affordable venues. MCF brought in their talented staff to help with everything from naming the theater to developing its mission, forming the board, setting up staffing systems, and managing finances. MCF continues to provide oversight, allowing the client and staff to focus on serving the arts community. This project showed me the incredible depth of MCF’s expertise in realizing complex philanthropic visions beyond just grant management.
Patrick McCabe
As a family who has lived in Marin County for 20 years, we deeply care about this community. We are fortunate to have MCF as a truly impactful partner in conducting our own philanthropy. I have been involved in many capacities with MCF for decades because I believe it is in an incredible position to tackle the challenges we face in our community.
Mitch Cohen
