Carolina Scipioni Endowment and Planned Giving Program Manager As soon as my husband and I had our first child 16 years ago, we knew we needed to document our estate plan and make arrangements for guardianship should something happen to both of us. Our daughter was the most amazing treasure ever entrusted to us, and …
What is the role of a financial or legal advisor in their clients’ philanthropic decisions? What is the context in which advisors are having these conversations in the Silicon Valley? Kia Sullivan, Vice President and Senior Philanthropic Advisor at Wells Fargo Bank presents on this topic at the Catholic Community Foundation’s “Advisor Breakfast: Philanthropy Planning …
Professional Advisor’s Perspective: The Philanthropic Landscape of the Silicon Valley Read More »