Altavilla Receives Don Poole Award

Philanthropic advisors also recognized for growing local charitable giving

March 22, 2021 
 

William (Bill) Altavilla, a Principal/Financial Advisor at CAPTRUST, was awarded the Sacramento Region Community Foundation’s prestigious Don Poole Award last week for his significant contributions to the growth of philanthropy in the region.

Altavilla is the eleventh to receive the honor, which is awarded to professional advisors in the region who exemplify commitment to charitable causes, devotion to educating clients about charitable giving, and mentorship of fellow advisors to support their own clients’ philanthropy.

"We are thrilled to recognize Bill for all he has done to encourage philanthropy throughout the capital region—especially because we know that, for him, fostering philanthropy is not only a professional commitment. It's a also personal one," said Kerry Wood, Chief Marketing & Donor Engagement Officer, during the ceremony. She noted that, in addition to referring his clients to establish charitable funds at the Foundation, Altavilla and his family give through their fund, the Altavilla Family Foundation.

Altavilla, who is an Accredited Investment Fiduciary, volunteers for the Sacramento SPCA, where he is currently President of the Board of Directors. He serves on the Advisory Committee of the Philanthropic Advisors’ Forum of the Greater Sacramento Region, which supports professional advisors in helping their clients create charitable giving plans that strengthen their families and communities, and he is also a member of the El Dorado Community Foundation Planned Giving Committee.

“It is an honor to be recognized by my peers," Altavilla said. "It has been great to see how philanthropy in our region is growing, and how advisors are recognizing its role in planning for their clients' financial goals and objectives. Giving back to a community, which has given me and my family so much, is a very comforting and easy decision."

Altavilla at the 2019 Bridge Builders Awards
 

Altavilla was selected by fellow professional advisors to receive the Don Poole Award, which is named for Poole, an estate planning attorney and former Foundation board member, who left an inspiring legacy for fellow advisors when he died in 2009. During his 38 years at McDonough, Holland & Allen, Poole created plans for large and small estates that required sophisticated charitable giving techniques, which resulted in millions of charitable dollars benefiting this community.

During the virtual ceremony last Thursday, the Foundation also honored ten Bridge Builders—advisors who referred clients to the Foundation to open charitable funds during the past year. Because of their efforts, a number of funds with diverse charitable purposes were brought to the Foundation in 2020, growing philanthropic giving in the region.

Bridge Builders Awardees are:

  • Jenny Davini, Cornelius & Davini, LLP
  • Anthony J. Delevati, CPA, CAP, Ullrich Delevati Certified Public Accountants
  • Tom Demarois, CFP, Merrill Lynch
  • Mark S. Drobny, Drobny Law Firm
  • Lawrence B. Garcia, DJR Garcia Law Firm
  • Peter Jensen, Edward Jones Investments
  • Ronald H. Melchin, Law Offices of Ronald H. Melchin
  • Marcus E. Ullrich, Ullrich Delevati Certified Public Accountants
  • Belan K. Wagner, Wagner, Kirkman, Blaine, Klomparens & Youmans LLP
  • Dianna M. Wilke, Law Office of Dianna M. Wilke

 

SETTING THE STAGE FOR PIVOTAL CHANGE

By focusing on the root causes of local challenges, seeking solutions with long-term results, and supporting the organizations that tend to the vital needs of the capital area, we help create the conditions for meaningful transformation in the Sacramento region. 

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