November 2007 | Privacy Policy

Letter from the CEO:
Celebrating Accomplishments and Recognizing Challenges

As we near the end of an exciting inaugural year, I continue to be amazed and encouraged by the energy of individuals like you who are committed to investing in our community and making it a better place. MORE...

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Year-End Charitable Giving Resources for You and Your Clients
The end of the year is one of the busiest times for professional advisors meeting with their clients. A recent article in The Foundation Center’s Philanthropy News Digest cites a Schwab Charitable study. The study finds that while eight out of 10 professional advisors speak with their clients about charitable giving, one third of advisors lack confidence in their abilities to do so. As clients approach you for estate and tax planning advice at year’s end, know that the staff at Silicon Valley Community Foundation can help provide information you need to be a more effective charitable giving resource for your clients. MORE...

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Meet David Eckmann: Your direct contact for a busy season.
As the busy year-end approaches, Silicon Valley Community Foundation strives to be even more responsive to the increased needs of professional advisors. We want to be exceptionally helpful when it comes to answering your questions and providing you with tools and resources for you and your clients. MORE...
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Introducing our new magazine: ONE Innovation through Philanthropy
We are excited to introduce the first issue of our new magazine ONE: Innovation Through Philanthropy. Olympian Kerri Walsh and fellow fund advisor Dick Lavenstein discuss approaches to helping children. John W. Thompson, CEO of Symantec and a fund advisor with his wife Sandi, tells how corporate philanthropy can distinguish a company. Read about how the dream of accessible and affordable credit has the potential to make life a little easier in East Palo Alto. MORE...

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Join CalCPA Members for a Lunch Meeting in San Mateo
Do your clients ask you who they should name as beneficiaries of retirement accounts? Are there any good reasons to name a trust or should clients stay away from that choice? Does your client need a contingent beneficiary? Who or what should be named a contingent beneficiary? What happens if there is no beneficiary at all? MORE...
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Community foundation, Joint Venture to partner on key regional report
Silicon Valley Community Foundation will team up with Joint Venture: Silicon Valley Network to expand and enhance the Silicon Valley Index, a nationally recognized report that measures the strength of the economy and the health of our community.
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