Message from Pat Waite, Chair of the Board of the Catholic Community Foundation It is with a mixture of gratitude and hope that we announce that Mary Quilici Aumack will be stepping down from her role as CEO, beginning an orderly leadership transition that will...
On October 29, 2024, advisors from around the Bay Area gathered in San Jose to hear about how conversations about philanthropy are impacting the lives of clients and advisors alike. The Foundation presented the annual Capstone Advisor Session featuring three panelists...
Using a Donor Advised Fund, one couple is exploring their philanthropic strategy Andy and Trish O’Donnell have always deeply valued giving back to the community; however, as busy professionals raising a daughter, it was challenging to find sufficient time to dedicate...
Rene and Amy Ho believe in the importance of giving back to their community and setting an example for their children. When they learned about Donor Advised Funds (DAFs) at the Foundation, they were drawn to the idea of partnering with a Foundation that could help...
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...
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...
