By Mary Quilici Aumack, CEO In April of this year, we lost my “baby” brother, Joe. It was unexpected and sudden. L to R: Mary’s sister, brother and Mary in their St. Justin School uniforms Joe was the youngest of the six Quilici children, and the only boy....
A simple idea for multi-generational charitable flexibility We have seen increased interest in including Donor Advised Funds as part of donors’ charitable estate gifts. They can be set up during the donors’ lifetimes (and added to upon their death) or simply created...
Thursday evenings are full of activity at Saint Leo the Great Parish in San Jose, but they weren’t always that way. When Fr. Steve Kim came to the parish, he wanted to offer free hot meals for people in need. The parish wasn’t currently offering a program like that,...
When a donor wants to make a significant gift to an institution or to an organization, the default thinking is to use available cash or other relatively liquid investments such as listed equities whether from a private foundation, a Donor Advised Fund or a...
For most of us, seeing “make a will” on our to-do list is very daunting. This month is Make-a-Will Month which is the perfect time to be reminded of the importance of having a will and trust, even if it can be a difficult subject. Below are three reasons why everyone...
