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...
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...
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...
Meet the Philanthropic Planning Team Community Foundation Sonoma County’s Philanthropic Planning Team works together with professional advisors to help your clients give effectively and receive significant tax benefits. From the client who wants to make an immediate...
Welcome to the Greater Good, our monthly newsletter for professional advisors vested in the work of Community Foundation Sonoma County. We know you want to work smarter and more strategically with your clients as you navigate charitable conversations. Greater Good...
