Nov 1, 2024
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...
Mar 21, 2024
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...
Mar 15, 2024
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...
Sep 25, 2023
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...
Jun 22, 2023
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...
May 10, 2023
Arogyaswami (Paul) Paulraj and his wife Nimi grew up in Catholic families in India where Christians make up about 3% of the population, and Catholics are a smaller percentage still. While most of their friends and some family members did not share their faith, Nimi...
