November 6, 2019

November 2019 Speaker Series a Huge Success

Philanthropy as a Strategic Business Advantage – Maximizing Opportunities for All through Business Exit Planning Thank to you Sherri Neesham and all of our attendees for making this event a success. Please check back soon for more opportunities to connect and engage on philanthropy topics in Orange County.
March 16, 2018

Reflections on Philanthropy is Good Strategy…

By John Guastaferro, CFRE OC AiP featured Mark Thomas as the speaker at our lunchtime program at the Center Club on February 25, 2018. Mark shared wisdom from his 33 years of developing a client-base at KPMG and important stories of working numerous top-tier clients. The program was sponsored by Brown & Streza, LLC. Mark framed his message around three categories: People and places; work and mission; and complexity. People and Places Mark Thomas’ journey has led him to work with such notable clients as The Bill and Melinda Gates Foundation, The J. Paul Getty Trust, and World Vision International. […]
March 16, 2018

Staying True to Your Cause

By John Guastaferro, CFRE Every great brand starts with a cause—their reason for being. We all have a cause, whether we are a nonprofit, corporation, startup, established business, or financial institution. Yet, cause often gets diluted amidst numerous other priorities and day-to-day tasks. We have all had those days where we need to step back, take a breath, and remind ourselves WHY we are doing this all in the first place. When your cause, brand, and team are aligned, it creates a powerful framework for success. Here are a few examples where a steadfast commitment to cause has led to […]
March 16, 2018

Supporting Your Favorite Organization without Writing a Check

By Richard Ward, CFP You may be a regular, committed supporter of an organization, doing your best to be generous in your gifts to help achieve the organization’s mission. But it’s not always easy – or wise – to simply write a check when your cause needs your help. Are you aware there are other ways to complete your philanthropic plans without writing a check? And are you aware that some of them may be even more effective in reducing your tax obligations (consult your CPA or tax advisor) than contributing a cash donation? Here are a few ideas to […]
March 11, 2018

Exploring: Philanthropic, Conversation, Questions

Understanding a Family’s Background and Values Describe two or three events during your younger years that most impacted your view of life? What people helped shape your values and most influenced who you are today? Have your perceptions of your parents changed since you were a child? How? During childhood, most of us learned about money either through the teaching or example of our parents. Which of these money lessons from your parents have carried over into your adult years, specifically related to giving? As you think about past gifts can you tell us about a gift or two that […]