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.
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
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