Advisors

The Sartori Circle Guide to Gift Planning

To honor the legacy of our founder, CCF launched the Sartori Circle, an improved and expanded incarnation of the CCF Legacy Society. The society is designed to bring together donors who, like Joseph Sartori, have committed their legacies to making a long-term impact on the lives of others in Los Angeles County around the world.

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Personalized philanthropy: fixing the flaw in your business model

by Steven L. Meyers, PhD.: There is a basic, but rarely acknowledged truth when it comes to gift planning: the deck is stacked against a financial advisor whose clients want to be philanthropic — especially during their lifetimes. Advisors implicitly have to set a balance between serving a client’s desire to be charitable and serving their own model of retaining assets under management. Is there a way to redress any imbalance that might result? I think so, and there’s a growing cadre of advisors, gift planners, and donors who agree.

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Philanthropy and the tech entrepreneur: three smart ways to use your wealth for maximum social impact

by Anthony Glomski: Facebook CEO Mark Zuckerberg’s pledge to give away $45 billion during his lifetime is the biggest in a growing movement among young tech entrepreneurs, many Millennials and Gen Xers, to use their wealth as a force for social good. Most want to start making a difference as soon as possible, and we have the opportunity to help them determine which of the many charitable giving options is right for them.

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Advisor News – June 2016 – Creating a “safe zone” with family philanthropy

by Bruce DeBoskey: Family philanthropy can be an important and safe area in which to commence a family conversation about money and values — creating new and effective rules of engagement that carry over into other family matters. Here’s how.

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Advisor News – June 2016 – Helping Your Business Grow

by William D. Strickland, J.D., C.S.P.G.: Your clients depend on your experience and expertise to preserve and grow assets and safeguard their legacies. But how do you maintain and grow your own book of business? You can achieve that goal by providing the competent and objective counsel your clients and prospects need to address all of their concerns and goals.

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Advisor News – June 2016 – Welcome to the new CCF advisor newsletter.

by Antonia Hernández, President & CEO, California Community Foundation: For more than a century, the California Community Foundation (CCF) has partnered with professional advisors to produce the most favorable outcomes for their clients while producing the greatest possible charitable impact. Every day, we see the vital role advisors play in creating gifts that change the lives of people in Los Angeles and around the world.

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CCF Advisor News – June 2016

June 2016 Advisor Newsletter: CCF unveils the Planned Giving Design Center, Helping your business grow, Creating a “safe-zone” with family philanthropy, Philanthropy and the tech entrepreneur, Personalized philanthropy: fixing the flaw in your business model.

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California Community Foundation Names Paul Schulz Vice President of Development & Donor Relations

CCF has named former Red Cross Los Angeles CEO Paul Schulz as vice president of development and donor relations.

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CCF Advisor News: Spring 2012

The Advisor’s Role in Charitable Decision-Making, Giving After Liquidity Events, Making Estate Plans in Uncertain Times, Donor Intent

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CCF Advisor News: Winter 2012

Transfer of Wealth in L.A., Advising the Entrepreneur, Enhancing Relationships with Corporate Clients

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New Report Forecasts $1.4 Trillion to be Transferred Between Generations in Los Angeles by 2060

A new report projects $114 billion will be transferred by 2020 between generations of people living and working in Los Angeles County…

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CCF Advisor News: Fall 2011

Advisor Spotlight: Gary Edelstone, Converting a Private Foundation, Ernest Lieblich Foundation, Unsung Heroes of Los Angeles, Pass it Along, Preparing Achievers for Tomorrow

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CCF Advisor News: Summer 2011

Tom Tierney on Giving Smart, Tax Benefits of Closely-Held Stock Gifts, Grantmaking Highlights

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CCF Advisor News: Spring 2011

Advisor Spotlight: Loeb & Loeb LLP, Mission Investing, CCF Efficiency, 2010 Tax Relief Act

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CCF Advisor News: Winter 2011

Board Profile: Sheldon Stone, 2010 Financials, Named Permanent Scholarships, CCF Charitable Advisors

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CCF Advisor News: Fall 2010

Advisor Spotlight: Mickey Segal, Advisor Questions, Continuing Education, Year End Giving, Grantmaking Highlights, Critical Needs Fund

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CCF Advisor News: Summer 2010

CCF at 95, Admiral Mullin on Giving to Veterans, CCF Honors Top Advisors, Fellowship for Visual Artists, Retained Life Estates

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CCF Advisor News: Spring 2010

Encouraging Clients to be Philanthropic, Strategic Grantmaking, International Grantmaking, Gifts of Stock, Taproot Foundation, Giving Trends

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CCF Advisor News: Winter 2010

Investing in Scholarships, Advisor Spotlight: John W. Weldon, Fraser Scholar Profile: Norma Sanchez, Census 2010, Gifts of Real Estate

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CCF Advisor News: Fall 2009

Reynolds Cafferata on Private Foundation Alternatives, Terminating a Private Foundation, Unsung Heroes, Grantmaking Highlights, Year End Giving

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CCF Advisor News: Summer 2009

Jonathan C. Lurie on Charitable Lead Trusts, Including Family in Philanthropy, David Greco and Nonprofit Finance Fund

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CCF Advisor News: Spring 2009

Advisor Profile: Michael Glowacki, Giving Trends, Remembering CCF in Estate Plans, Basic Needs in Los Angeles, Managing Clients During Tough Economic Times

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CCF Advisor News: Winter 2009

Sylmar Wildfires, Preparing Nonprofits for Uncertain Times, Naming Successor Advisors for Funds, Advisor Profile: Jane Peebles, Creating Scholarship Funds

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CCF Advisor News: Fall 2008

Advisor Spotlight: Paul Livadary, Year-End Private Foundation Alternatives, Donor Spotlight: Hope Wintner and Ted Meisel, IRA Charitable Rollover,  Giving Trends, Grantmaking FAQ

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