2026 Capstone Advisor Session Recap

2026 Capstone Advisor Session Recap

At the Foundation, we are continually inspired by the vital role advisors play in helping families navigate complexity, articulate purpose, and build meaningful legacies. Our 2026 Capstone Advisor Session brought together a dynamic group of professionals for a morning...
Why Advisors Are Turning to CCF for Charitable Estate Planning

Why Advisors Are Turning to CCF for Charitable Estate Planning

A donor came to the Foundation with a clear philanthropic vision: include a long list of charities they have loved and supported as part of their estate plan. Collaborating with the donor’s estate planning attorney Marisa Martinson of Berliner Cohen, they turned a...
2026 Advisor Networking Event Highlight

2026 Advisor Networking Event Highlight

The annual Advisor Networking Event last Thursday evening brought together a vibrant mix of local professionals, creating an atmosphere where authentic connections came easily. The gathering welcomed advisors from estate planning, individual tax, wealth management,...
2025 Capstone Advisor Session: Advising the Whole Family

2025 Capstone Advisor Session: Advising the Whole Family

On October 29, 2025, we held our signature Capstone Advisor Session. Advisors from around the Bay Area gathered to network, and to gain knowledge and tips on helping their clients advance effective philanthropy. Our goal every year with this event is to add value to...
Celebrate the Season of New Beginnings with a Donor Advised Fund

Celebrate the Season of New Beginnings with a Donor Advised Fund

Spring and summer are filled with moments that deserve to be celebrated—graduations, weddings, birthdays, and new beginnings. This year, consider honoring someone special with a gift that goes beyond the ordinary: a Donor Advised Fund (DAF) through the Catholic...
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