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

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

Share on LinkedIn

Team Member

  • Anne Macdonald

    Tax Partner

    Read Bio
Frank, Rimerman + Co. LLP
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.