Philanthropic Advisors' Forum of Greater Sacramento

Join a community of like-minded advisors dedicated to serving their clients and the Sacramento region

Founded by advisors interested in helping expand their clients' philanthropic wishes, the Philanthropic Advisors' Forum of Greater Sacramento is the center of charitable advising in the region. This network of professionals believes it is vital for advisors to ask about their clients' charitable intents and help them reach their goals while achieving a favorable tax status.

The mission of the Forum is to grow generosity in our region by inspiring and supporting professional advisors to help clients create charitable giving plans that strengthen their families and communities.

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Advisory Committee

We are grateful to the members of the Philanthropic Advisors’ Forum Advisory Committee, who help transform our community by giving generously of their time and expertise to grow philanthropy.

Bill Altavilla, AIF®
Principal, Financial Advisor

Kay U. Brooks 
Weintraub Tobin

Donna L. Courville
Founding Member of PAF
Boutin Jones, Inc. 

Alysia Corell, CTFA
Vice President & Personal Trust Officer
Exchange Bank

Michael Hardy, CFP®, CIMA®, CAP®
Senior Vice President - Wealth Management

Laura Harger Pajak, CFP®, CAP®
Certified Financial Planner
Pajak Financial Services

Damaris L. Perez, CPA®
Managing Director
Crowe, LLP

Rani Pettis, CFP®
First Vice President - Investment Officer
Wells Fargo Advisors

Francine Vorhees, CPA®
Moss Adams LLP 

Kate Willcox
Boutin Jones, Inc.