Willcox brings extensive charitable gift and estate planning expertise
June 9, 2021
The Foundation is thrilled to announce that Kate Willcox, Counsel at Boutin Jones, Inc., has been elected the Board of Directors.
“Kate brings a high level of energy to the Board and experience in the areas of estate planning and trust administration that will propel philanthropic giving in the capital region,” said Kate Stille, Chair of the Foundation’s Board.
In her practice at Boutin Jones, Willcox advises clients on estate and gift planning, tax planning, trust administration, and business succession planning; she aims to help her clients accomplish their giving goals in a practical and tax-efficient manner and to structure estate plans that reflect their priorities. Her professional interests include charitable gift planning, estate and gift planning for same-sex couples, and planning for unique assets, such as pets and special collections.
Willcox is a member of the Philanthropic Advisors’ Forum of Greater Sacramento, a program of the Foundation to encourage professional advisors to discuss philanthropy with their clients. She is also a two-time recipient of the Foundation’s Bridge Builders Award, which recognizes advisors whose clients have opened charitable funds at the Foundation.
“I’m thrilled to be a member of the Board. One of the joys of my estate planning practice is working with clients to achieve their charitable goals,” said Willcox. “In this new role, I look forward to joining the Foundation’s commitment to promoting philanthropy, making this region the best it can be.”
Alongside her professional expertise, Willcox brings to the Foundation her strong commitment to community service. She currently serves on the boards for the Sacramento Estate Planning Council and Capital Stage, and previously served on the board for Stanford Settlement Neighborhood Center. A native of Ohio, Willcox attended American University and Georgetown University Law Center before moving to the Sacramento area.
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.