by Caitlin Childs | Dec 15, 2015 | Advisor Newsletter, Donor Newsletter, Featured Stories
“I’ll always remember a girl at my grade school who only had one dress. That just blew my mind. My family was in the retail business so I had a wonderful wardrobe and she had just one dress. I have never forgotten that and I never will,” says Julia Grant. Ms. Grant...
by Caitlin Childs | Nov 18, 2015 | Advisor Newsletter, Donor Newsletter
Our holiday reading list includes a gem about raising generous children. The Opposite of Spoiled: Raising Kids Who are Grounded, Generous, and Smart About Money by New York Times financial columnist Rob Lieber takes the sting out of talking to kids about money. Lieber...
by Caitlin Childs | Nov 18, 2015 | Advisor Newsletter, Donor Newsletter
Social Security changes may affect us all. Are you discussing these changes? At a recent seminar for professional advisors hosted by the Community Foundation, Stephanie Curry, from Pacific Life, presented an overview of Social Security which knocked the socks off our...
by Caitlin Childs | Nov 18, 2015 | Advisor Newsletter
Get ready for National Financial Literacy Month (April 2016). Elite Advisors have a unique opportunity to improve financial literacy and awareness and thereby increase the quality of life of clients, friends, and family. The Financial Awareness Foundation (FAF), a...
by Caitlin Childs | Nov 18, 2015 | Advisor Newsletter, Donor Newsletter
Melissa Kelley, Co-founder of Impact 100 Redwood Circle is just about to lead more than 125 members through the process of making a $100,000 impact grant. This is a phenomenal accomplishment considering the new giving circle began earlier this year. Melissa was...
by Caitlin Childs | Nov 18, 2015 | Advisor Newsletter
Every organization has a critical engine that keeps things running smoothly, ensures consistency and reliability, and controls resources and expectations in a measured way to meet the goals of the organization. At Community Foundation Sonoma County, our engine is the...
