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Read about our collective, collaborative work to build a just and vibrant Sacramento region with philanthropy.
Tag: Advisors
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Rare But Powerful Charitable Exits
Read more: Rare But Powerful Charitable ExitsFamiliarize yourself with the benefits of donating closely-held business interests.
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Bread and Butter Strategy: QCDs for Clients 70½ and Older
Read more: Bread and Butter Strategy: QCDs for Clients 70½ and OlderAdvisors are leveraging QCDs to meet clients’ financial and charitable goals amid evolving legislation.
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Donor Advised Funds: Flexible, Tax-Friendly, and Just the Beginning
Read more: Donor Advised Funds: Flexible, Tax-Friendly, and Just the BeginningDonor Advised Funds offer flexibility for managing charitable giving and achieving philanthropic goals effectively.
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A Remarkable Year of Grantmaking
Read more: A Remarkable Year of GrantmakingLocal philanthropists awarded $24 million through our community foundation in 2024.