Planned Giving

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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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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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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CCF News: Summer 2014

Cynthia Watts and Vision to Learn, Protecting Donor Intent, Centennial Legacy Spotlight: Michael Freehling & Farida Fotouhi

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CCF News: Spring 2014

Fellowship for Visual Artists, Giving Gifts of Art, Centennial Legacy Spotlight: George Manet

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CCF News: Summer 2013

CCF & the Affordable Care Act, Legacy Spotlight: Stanley Dashew, Investing Donor Assets

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CCF News: Spring 2013

Smart Growth, Donor Spotlight: Mort La Kretz, Fellowship for Visual Artists, Legacy Spotlight: Gloria Dell’Aqua Leiding

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CCF News: Spring 2012

Timeless Giving, Legacy Spotlight: Walter Holiday, Preventing Homelessness and Creating Healthy Homes, Donor Spotlight: Burt Belzer, Investing in Black Male Youth

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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 News: Winter 2012

Transfer of Wealth in L.A., Donor Profile: David Bohnett, Pass it Along Fund, Guide for Entrepreneurs and Business Owners, Pacific Standard Time: Art in L.A.

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The Future of Philanthropy in Los Angeles: Highlights

Highlights from CCF’s 2011 study reveal the coming $1.3 trillion transfer of wealth in Los Angeles County and a tremendous opportunity to create a thriving nonprofit sector.

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The Future of Philanthropy in Los Angeles: A Wealth of Opportunity

CCF’s 2011 study reveals the coming $1.3 trillion transfer of wealth in Los Angeles County and a tremendous opportunity to create a thriving nonprofit sector.

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CCF News: Spring 2009

Basic Needs in L.A., Donor Spotlight: Peter and Cam Starrett, Estate Giving, How to Give in Challenging Times, Giving Trends

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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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