November 2015 Tag

Do you give close to home? You aren't alone. Some donors give locally to build and grow something that they can connect to over time. Others are driven by community needs that they can identify in their own backyard. Still others are passionate about a cause,...

Mark Zuckerberg and Priscilla Chan iteratively explore giving that is both impactful in the community and meaningful to them. Their recent $75 million gift to San Francisco General Hospital is “traditional” yet clearly resonated with Chan who did her medical residency there....

Nationally, giving circles are on the raise. Members rewarding experiences enhance more than “just philanthropy”. The New York Times highlights the positive impact for members as well as local nonprofits and community leaders touched by these groups. For even more information about giving circles, download this...

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 advocates...

It is time for millennials to save more for retirement and advisors have an opportunity to support their plans. The Press Democrat highlights recent studies about millennial retirement savings and the different approach this demographic employs as they look to the future....

The LGBTQI Giving Circle of Community Foundation Sonoma County has recently made 5 grants to non-profit organizations that serve the needs of Lesbian, Gay, Bisexual, Transgender, Queer/Questioning, and Intersex (LGBTQI) residents of the region. The special grants were made through a collaborative group of people...

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 advisor partners. It was so...

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 national organization based in Sonoma County, offers toolkits,...

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 generous with her...

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