Article updated 09/25/2023 We have written about bunching before, so why might now an opportune time to bunch your charitable donations into a Donor Advised Fund (DAF)? Below is a scenario you may want to discuss with your CPA or wealth advisor (or – for CPAs...
This question was top-of-mind for a family (we’ll call them Mr. & Mrs. Carpenter) who was working with the Foundation. Their children were grown, and the couple had plans for substantial giving both now and through their estate plan. But they were searching for...
Over the past two years, we’ve had the pleasure of getting to know our first Cristo Rey intern. Victor came to us as a shy but competent and hard-working Junior. He’s now leaving our team as a Cristo Rey graduate starting his first year at San Jose State University....
Myth: You only need a will if you have a lot of money or property. Fact: There are many important reasons to have a will. Deciding where your assets go is a big part of a will, but there are many other decisions you can make like: nominating guardians for your minor...
Capstone Advisor Session 2023 Each year the Foundation hosts an event for advisors to network and hear from speakers on topics of philanthropy. On June 15, 2023, advisors from around the Bay Area gathered in San Jose to hear from a panel of experts about how...
Parish Stewardship Grant – Most Holy Trinity Parish Most Holy Trinity parish is a community built on volunteer power. This multi-lingual, vibrant community has nine masses each weekend in four languages. They serve more than 300 families and 200 homeless each week...
