New Resources for Professional Advisors!

As we step into 2008, we want to continue to support and enhance the good work you do to foster charitable giving and create lasting, positive change in our community.  We are pleased to introduce new staff and resources and hope our personal service and tools will be of assistance to you in the new year.

Daniel Hoebeke has joined the community foundation’s development team.  He brings many years of experience with him, including a solid legal and practical background in charitable giving and estate planning. As planned giving director, he supports donors making planned gifts such as bequests, charitable remainder trust and charitable lead trusts. He also manages gifts of real estate to the Real Estate Trust at Silicon Valley Community Foundation.  If you have questions about legislation affecting charitable giving or have clients interested in estate planning or planned giving feel free to contact him.

Newly designed materials tailored to the specialized information needs of professional advisors are now available.

You may have already received a copy of our professional advisor folio.  It explains the services and benefits we offer you and your clients, specific ideas on how we can partner with you, and why we believe the community foundation is uniquely positioned to change our region and the world. 

If you have not yet received your copy or to request additional copies or other materials for clients interested in opening a fund, please call our Professional Advisor Hotline at 650.450.5517 or email us at donate@siliconvalleycf.org.

Electronic versions of our folio (PDF) and other resources for professional advisors are available on our website. We look forward to our continuing work with you and your clients to make our region, country and world a better place.