Advisor Newsletter

Investors are willing to change advisors to learn more about their social security benefits. Don’t get left out in the cold, there are ways to build your expertise (including our November 9th Advisor Group meeting) to better serve your clients’ needs. To register for the Advisor...

Ty Cobb’s strategic approach to giving contradicts everything we know of him. His journey to assess the needs of a community, perform due diligence, and set specific and personal giving criteria preceded many other philanthropists in his time. Today, we recall Ty Cobb as a fierce...

Community Foundation Sonoma County’s Investment Advisory Committee developed a new investment strategy for the Long-Term Pool. The changes went into effect at the end of June 2015. The goal of the changes is to improve transparency and communication, eliminate the portfolio tracking error, and reduce investment...

Giving USA reports the fastest recession recovery in the past 40 years; charitable giving rose 5.4% last year to set a new record. An article by the Chronicle of Philanthropy about the study is provides an overview and brief analysis or download a n executive...

The Greater Good for Donors Newsletter is taking a summer vacation while the staff at the Community Foundation prepares to move our offices from downtown Santa Rosa to 120 Stony Point Road. The newsletter will be back in September. What fun plans do you have for...

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