By Marie Galetto What role do advisors play in the larger story of wealth and poverty in the Silicon Valley? Do they have one? And how much influence do advisors truly have on their clients’ philanthropic vision? On April 25, 2018, Bryan Polster addressed these topics...
by Mary Quilici Aumack Executive Director Donor Advised Funds were all over the news in 2017. They make up the fastest growing giving vehicle in the country. Through these funds, families can direct their charitable giving through one institution, advising grants to...
by Mary Aumack Executive Director Before 2018, for many taxpayers there was no benefit in making a direct contribution to charity from a retirement account (Qualified Charitable Distribution). Previously, you could take an amount, say $10,000, report it as taxable...
by Carolina Scipioni Endowment & Planned Giving Manager Every time I visit a parish in our diocese, I’m able to appreciate the unique culture and beauty that has been built up by many generations. The active members of each community have contributed something...
by Marie Galetto Marketing & Grants Program Manager I never realized how bad I am at making decisions until I decided to get married. Luckily, that first question was the easiest one to answer, “Yes!” There seems to be an endless number of things on which I need...
Mary Quilici Aumack, Executive Director I don’t know the last time I took off my wedding band, but I know it’s more than 20 years. In that time the band was NEVER off my finger. Most of the time my engagement ring is also on. My friend Devonne teases me because I get...
