12 Days of Christmas Giving Tips – Days 1-4

12 Days of Christmas Giving Tips – Days 1-4

Looking for ideas to maximize your end of year giving? Follow along with us as we cover 12 tips for giving this Christmas season. Day 1: Donate Appreciated Assets Donating appreciated assets to charity is an excellent way to support the causes you care about. A...
Forever Value, Close to Home

Forever Value, Close to Home

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....
Testamentary Donor Advised Fund

Testamentary Donor Advised Fund

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...
Listening to the Needs of the Community

Listening to the Needs of the Community

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,...
The Relationship Between Non-Cash Assets and Charitable Giving

The Relationship Between Non-Cash Assets and Charitable Giving

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...
0
0
0
0
0
0
0
0