For Advisors

People rely upon their professional advisors to help achieve their financial and charitable goals. Many individuals and families make generous contributions each year, and they sometimes seek advice on how their charitable investments might relate to their business, retirement and estate plans. The Asian Pacific Fund is a resource to professional advisors, especially those with clients interested in the local Asian community.

The Fund hosts occasional gatherings for professional advisors to discuss developments and issues that affect Asians so you can form stronger relationships with your clients and provide more comprehensive service. We are happy to serve as a resource so you can help your clients make the most effective and tax-efficient gifts. To learn more, contact Audrey Yamamoto, or call the Asian Pacific Fund at (415) 395-9985.

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