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...
Mar 28, 2023
At the end of 2022, Congress passed the new budget law that included provisions from the “Secure Act 2.0.” The main goal of these new laws is to enhance retirement benefits, but there are also some interesting philanthropic implications. Required Minimum Distribution...
Dec 14, 2022
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...
Dec 7, 2022
Written by Succession Advisors A charitable remainder trust (“CRT”) is an example of a “split interest” trust. It has two sets of beneficiaries: (a) the “income” beneficiary that is not a charity; and (b) the “remainder” beneficiary that is a charity. The CRT states...
Nov 30, 2022
Written for the Succession Advisors website Qualified Personal Residence Trusts (“QPRTs”) Can be Used to Effectively Transfer an Interest in a Residence A QPRT is a trust that may be used to transfer an interest in a principal residence and/or one “vacation home” on a...
