A professional who helps individuals manage their money — often guiding clients in making charitable donations or setting up legacy gifts.
Financial Planner
A licensed expert who helps individuals make decisions about money — including charitable giving and estate planning.
The BASIC Fund accepts all siblings in each family, keeping families supported and together.
The BASIC Fund is a privately funded 501(c)3 scholarship-granting organization whose mission is to advance education equity for low-income families by helping offset the cost of tuition at private schools in the Bay Area.
