Published Materials
Annual Report
Grant Distribution Update
Informational Materials & Donation Forms
Recent Articles

Listening to the Needs of the Community
Thursday evenings are full of activity at Saint Leo the Great Parish in San Jose, but they weren’t always that way. When Fr. Steve Kim came to the parish, he wanted to offer free hot meals for people in need. The parish wasn’t currently offering a program like that, and according to Fr. Steve, it did not take off. “I basically had to beg people to come,” he recalls. But Fr. Steve did not give up. He knew that there were food-insecure people living in his community and he was determined to help them.
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The Relationship Between Non-Cash Assets and Charitable Giving
When a donor wants to make a significant gift to an institution or to an organization, the default thinking is to use available cash or other relatively liquid investments such as listed equities whether from a private foundation, a Donor Advised Fund or a checkbook. In some cases, however, when there is not enough cash available, but the donor still wants to make one or more significant gifts it may be time to look at alternative options such as using non-cash assets to fund the gift and achieve the kind of impact around the issue or issues he or she cares most deeply about.
Using assets such as art, securities, land or intellectual property as an alternative to, or in addition to, traditional financial support is becoming increasingly popular, particularly for individuals who would prefer to preserve their capital. There are tax benefits as well. A donor can potentially avoid capital gains taxes that may arise if the asset is sold, while simultaneously getting a charitable deduction.
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August is Make-a-Will Month
For most of us, seeing “make a will” on our to-do list is very daunting. This month is Make-a-Will Month which is the perfect time to be reminded of the importance of having a will and trust, even if it can be a difficult subject. Below are three reasons why everyone should have a will, no matter your net worth.
1. You Decide How your Assets are Distributed (not the courts!)
Only by creating a will can you decide who should receive your money, assets, and belongings after your lifetime. Without a will, the courts will determine who is “next of kin” and hand everything over to that person (after taking a substantial amount themselves in fees).
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Our Work Study Intern
Over the past eight months our staff has had the pleasure of getting to know and working with Victor, a student at Cristo Rey San José Jesuit High School. Victor was assigned to work at the Foundation as part of his Corporate Work Study Program. Through this program, students at Cristo Rey gain real work experience in companies throughout the Silicon Valley and the money they earn goes directly toward paying their tuition. It’s a true win-win for the students and the companies that employ them.
This was our first year hiring a Corporate Work Study student and it has been an excellent experience. We weren’t quite sure what to expect and didn’t know if the concept of what a community foundation does would resonate with a 16-year-old. Victor has been a valuable addition to our team, and everyone has enjoyed getting to work with him on projects.
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New Legislation’s Potential Impact on DAFs
By Marie Galetto-Dugoni
The Accelerating Charitable Efforts (ACE) Act is proposed legislation that has put Donor Advised Funds at the forefront of many recent discussions about philanthropy. Much of the legislation is intended to increase the amount and push up the timing of grants from private foundations and donor advised funds (DAFs).
There are many proposed changes, but these are some of the highlights regarding DAFs:
read more…2021 (PDF)
Grant Distribution
As of June 30, 2022 (PDF)
Previous Reports
As of March 31, 2022 (PDF)
As of December 31, 2021 (PDF)
As of September 30, 2021 (PDF)
As of March 31, 2021 (PDF)
As of December 31, 2020 (PDF)
As of September 30, 2020 (PDF)
As of June 30, 2019 (PDF)
As of December 31, 2018 (PDF)
As of June 30, 2018 (PDF)
As of December 31, 2017 (PDF)
Informational Materials and Donation Forms
General Brochure (PDF)
Our Types of Funds (PDF)
Legacy Giving (PDF)
Our Investment Strategy (PDF)
Our Collective Impact (PDF)
The Society of Saint Joseph (PDF)
General Donation Form (PDF)
Endowment Donation Form (PDF)
Endowment Donation Form – Spanish (PDF)
Stock Donation Form (PDF)
Tribute Gift Form (PDF)