Our Blog
News & Insights
Read about our collective, collaborative work to build a just and vibrant Sacramento region with philanthropy.
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Gotcha! This Missing Sentence Can Cost Your Clients A Lot of Money
Read more: Gotcha! This Missing Sentence Can Cost Your Clients A Lot of MoneyFor advisors, Wells is a valuable reminder that the mechanics of charitable giving deserve just as much attention as the strategy.
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Apples and Oranges: Lifetime and Legacy Giving with IRAs
Read more: Apples and Oranges: Lifetime and Legacy Giving with IRAsRetirement assets are becoming an increasingly important part of charitable planning. Here are two distinct charitable options you should offer to your clients.
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Year-End Checklist: Repeat, Repeat, Repeat
Read more: Year-End Checklist: Repeat, Repeat, RepeatFive important items to include in your client conversations as you help clients prepare for December 31 deadlines.
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Reading Roundup: What’s Worth a Skim to Stay Up to Date on Charitable Planning
Read more: Reading Roundup: What’s Worth a Skim to Stay Up to Date on Charitable PlanningExplore nine recent articles that caught our attention and learn why they should catch yours.
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What Happens If Your Client Wants to Give Government Securities to a Nonprofit?
Read more: What Happens If Your Client Wants to Give Government Securities to a Nonprofit?Not all government securities are created equal when it comes to charitable giving. Learn why marketable Treasury securities and savings bonds can present very different charitable and tax planning considerations.
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Estate Planning: Go Beyond the 13 Magic Words
Read more: Estate Planning: Go Beyond the 13 Magic WordsNational Estate Planning Awareness Week is October 19 through October 25, and charitable giving has been part of its focus from the very beginning. We’re sharing 13 simple words that can open an important conversation with your clients.
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Grants Support Youth and Families in Del Paso Heights and North Sacramento
Read more: Grants Support Youth and Families in Del Paso Heights and North SacramentoLocal nonprofits receive funding to expand education, wellness, basic needs, and youth development opportunities in Del Paso Heights and North Sacramento.
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SCNPI Cohort Strengthens Financial Management Systems
Read more: SCNPI Cohort Strengthens Financial Management SystemsThe Sacramento Countywide Nonprofit Partnership Initiative cohort attended its first training on Financial Management Systems on September 10.
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More Than the Bottom Line
Read more: More Than the Bottom LineThese local businesses have built giving into their culture, and the whole region benefits.
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Bunching Charitable Gifts, Year-End, and Getting Ahead
Read more: Bunching Charitable Gifts, Year-End, and Getting AheadBunching is not the only technique to be aware of well before year-end!
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Building Your Brand: Moving From Charitable Transactions to Charitable Strategy
Read more: Building Your Brand: Moving From Charitable Transactions to Charitable StrategyBy working with the Foundation, you can leverage our nonprofit expertise and connections to help establish lasting client relationships that connect them to the causes they care about and make an impact in our community for years to come.
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Highs and Lows: Reminding Clients About Stock Gifts
Read more: Highs and Lows: Reminding Clients About Stock GiftsOur team works with gifts of appreciated securities every day and can help facilitate smooth transfers.
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Yolo County Grows Food for the World & More of It Is Reaching Home
Read more: Yolo County Grows Food for the World & More of It Is Reaching HomeA year into our investment in Yolo Food Bank, the results show what’s possible.
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The Sacramento Bee Holiday Drive Is Back to ‘Dream Big’ for Small Nonprofits
Read more: The Sacramento Bee Holiday Drive Is Back to ‘Dream Big’ for Small NonprofitsHow we’re helping The Sacramento Bee support three small nonprofits with reader-driven support.
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An Alternative to Private Family Foundations
Read more: An Alternative to Private Family FoundationsDonor Advised Funds and other charitable vehicles are smart options for families to consider.