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 with your Clients” on May 8, 2019.
This spring the Foundation hosted its fourth annual Advisor Breakfast. Esteemed presenters Kia Sullivan and Anne M. Yamamoto, Senior Tax Partner at Frank, Rimerman + Co. LLP shared ideas – from complex to simple – about tax efficient ways to support clients in their desire to improve their communities and leave a legacy of generosity.
Kia and Anne discussed the opportunity for generosity in Silicon Valley and clients’ desire to give (see clip below), as well as the importance of having the conversation about giving with clients. They both shared stories from their personal experience and resources that they have found helpful in this area.
Mary Quilici Aumack described the vehicles that the Foundation provides for clients including Donor Advised Funds and Family Endowments, among other opportunities. We hope that everyone who attended left with a greater awareness of the opportunity for inspiring philanthropy and ideas for how to incorporate those conversations into their work.
For more information about how the Foundation can partner with you and assist your clients with their philanthropic goals, visit our Professional Advisors page.