Family Charitable Giving: Advisors’ and Donor’s Perspectives

Event Details

Date: October 29, 2024

Time: 7:30 am - 9:00 am Pacific

Address: Silicon Valley Capital Club ~ 50 W San Fernando St, San Jose, CA 95113

Format: In Person

Add to Calendar 2024-10-29 7:30 am 2024-10-29 9:00 am Pacific Family Charitable Giving: Advisors’ and Donor’s Perspectives

This year’s Catholic Community Foundation’s Capstone Advisor Session panel features a panel of experienced advisors who will share stories from their first-hand experience as well as a donor who is currently working with his advisors on his philanthropic plans.

The panel will explore themes around multi-generational planning, trends in philanthropy planning, the advisor’s role, and more. Come hear their stories, insights and solutions and leave with new ideas and tools you can use with your own clients.

7:30 – 8:15 am – Breakfast & Networking
8:15 – 9:00 am – Panel Discussion & Q&A

Silicon Valley Capital Club ~ 50 W San Fernando St, San Jose, CA 95113

Click to Register

This year’s Catholic Community Foundation’s Capstone Advisor Session panel features a panel of experienced advisors who will share stories from their first-hand experience as well as a donor who is currently working with his advisors on his philanthropic plans.

The panel will explore themes around multi-generational planning, trends in philanthropy planning, the advisor’s role, and more. Come hear their stories, insights and solutions and leave with new ideas and tools you can use with your own clients.

7:30 – 8:15 am – Breakfast & Networking
8:15 – 9:00 am – Panel Discussion & Q&A

Team Member

Anne Macdonald

Tax Partner

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Anne Macdonald

Tax Partner

“I love hearing about the unique passions and concerns of each individual, as well as counseling individuals and generations of families as they plan their life financial goals. Our understanding of the issues that are important to our clients helps us provide them peace of mind and become their trusted advisor.”

Anne specializes in financial planning to minimize income, gift, and estate tax for high-net-worth individuals and their families and has over 30 years of experience in public accounting. Her in-depth knowledge of estate planning is drawn from her extensive experience with family-limited partnerships, defective grantor trusts, charitable remainder trusts, and other wealth preservation techniques. Anne also provides concentrated stock and stock option planning as well as advises real estate entities on matters such as entity formations, sales, and like-kind exchanges. Her clients include CEOs and officers of public and pre-IPO companies, real estate owners, venture capitalists and other entrepreneurs and their families.
- M.S.T. Golden Gate University
- B.S. University of Oregon
- Member of the American Institute of Certified Public Accountants (AICPA)
- Member of the California Society of Certified Public Accountants (CalCPA)
- Membership Committee for Menlo Country Club
- Advisory Board Member for University of Oregon Accounting School 2018 – 2023
- Vanderbilt’s Parents and Family Association Board. Co-Chair 2020-2021
- Vanderbilt University Career Center Parent Alumni Leadership Council, 2017-2020
- Santa Clara University Parent and Family Leadership Council, 2016-2020
- Board member for Menlo Country Club, 2009-2012
- Board member for Silicon Valley Community Foundation 2009-2016, Audit Committee Chair
- Castilleja School: Outstanding Service Award, 2020
- Castilleja School: Distinguished Alumnae, 1995; Trustee, 1995-2001