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,...
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...
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...
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...
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...
