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Professional Advisor’s Perspective: The Philanthropic Landscape of the Silicon Valley
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 …
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My Grandmother’s Legacy
Marie Galetto-Dugoni Marketing & Grants Program Manager My grandmother Teresa Machado was a planner. She loved organizing events and hosting people in her home. When my mom went to her high school Senior Ball, my grandma not only made a multi-course dinner for my mom and her friends before the dance, but she also got …
Life Insurance – A Simple Way to Leave a Legacy
By Carolina Scipioni It is commonly understood that life insurance provides for the financial well-being of loved ones upon death. Perhaps less obvious is the fact that this same principle can be used to benefit those organizations that we support during our lives and that we would like to continue to support in the future. …
