Advisor Newsletter

At the April Professional Advisor Seminar, family philanthropy expert, Sharna Goldseker shared research pertaining to how different generations’ world view. The original study has been adapted for use by professional advisors. This guide to multigenerational clients provides valuable insight into their world views and tips to best...

Dan is an entrepreneur, author, and humanitarian activist who is best known for creating the multi-day charitable event industry, and a new generation of philanthropists, with the AIDS Rides and Breast Cancer 3-Day events.  His 2013 TED Talk, viewed by 3.4 million people, argued that "the way we think about charity is dead...

When clients face health challenges, it can impact your advising. This post from wealthmanagment.com provides gentle perspective and tips for navigating these sensitive situations....

Sonoma County’s Redwood Credit Union is the best in the nation and their fund at the Community Foundation helps nonprofits succeed. The Redwood Credit Union Community Fund was established to support financial literacy and wellness programs, as well as to accommodate the future charitable interests of Redwood...

A few weeks ago J Mullineaux, our Vice President for Philanthropic Planning, had the great honor of interviewing two exceptional people and philanthropists at the Redwood Empire Estate Planning Council monthly membership meeting.  Steve Oliver and Jean Schulz are well-known in our community for their...

Sharna Goldseker, expert leader on next generation family philanthropy will be facilitating a conversation and series of activities at the April 29th Professional Advisors Group meeting.  For a sneak peak at her research (in partnership with Dr. Michael Moody of Johnson Center for Philanthropy), see...

Professional advisors face unique situations and expectations when navigating conversations with clients about their charitable intentions.  Occasionally, those situations arise in an obvious or linear way, other times opportunities may arise to begin a charitable conversation when you least expect it. Community Foundation Sonoma County has...

X