The Catholic Community Foundation hosted its first annual Advisors’ Luncheon on June 21.
The event brought together nearly 100 attorneys, CPAs, financial advisors and wealth planners from the Santa Clara Valley, the Peninsula, and San Francisco to discuss the benefits of partnering with a community foundation in charitable giving, including specific techniques and ideas for advisors.
A panel of speakers included: Mary Quilici Aumack, Executive Director of The Catholic Community Foundation; Jim Cashman, Partner Attorney at Berliner Cohen LLP; John M. Sobrato, CEO of The Sobrato Organization; and Ray Triplett, CEO of Triplett Financial & Insurance Services LLC.
Among the topics discussed were choosing a community foundation over a commercial organization for Donor Advised Funds, opening a philanthropy narrative with clients, gifting a donor advised fund in estate planning, and the many uses of life insurance products in charitable wealth and estate planning.
“To increase our efficacy in the community, it is essential that professional advisors, many of whom make a significant impact on major life decisions, also hear our message. Increasing our voice increases our ability to affect change,” Mary Aumack stated.
“This event and future ones will ultimately benefit our work by introducing us to clients who have a passion for Catholic philanthropy and with whom we may be the perfect partner.”
Mary added, “At the Foundation, we seek to build a culture of legacy planning in support of our parishes and the Diocese of San Jose. Professional advisors are an integral part of that plan.”
The event was well received by those who attended. The Foundation thanks its event sponsors: Berliner Cohen LLP, Triplett Financial & Insurance Services LLC, and Eckley Lomabardi LLP.
Shape your legacy. Learn how at www.cfoscclegacy.org.