Nov 28, 2022
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....
Nov 23, 2022
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...
Aug 26, 2022
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,...
Aug 25, 2022
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...
Aug 22, 2022
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...
Jun 1, 2022
Over the past eight months our staff has had the pleasure of getting to know and working with Victor, a student at Cristo Rey San José Jesuit High School. Victor was assigned to work at the Foundation as part of his Corporate Work Study Program. Through this program,...
