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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Attend Forum Events

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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
Partner, Senior Financial Advisor
Pacific Investment Consultants 

Chris Ann Bachtel, CTFA, AAMS
Founding Member of PAF

Kay U. Brooks 
Shareholder
Weintraub Tobin

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

Elfrena Foord, CFP®, CAP®
Founding Member of PAF
Partner
Foord, Van Bruggen & Pajak 

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

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

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

John W. Toney, ASA, MBA
Shareholder
Wallace Valuation Advisors 

Francine Vorhees, CPA®
Partner
Moss Adams LLP