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...
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...
