Professional advisors face unique situations and expectations when navigating conversations with clients about their charitable intentions. Occasionally, those situations arise in an obvious or linear way, other times opportunities may arise to begin a charitable...
Welcome to the Greater Good, our monthly newsletter for professional advisors vested in the work of Community Foundation Sonoma County. We know you want to work smarter and more strategically with your clients as you navigate charitable conversations. Greater Good...
We are frequently asked about our five fields of interest, so we thought we would take the opportunity to share the origins of how those five areas came to be. In 2014 the Community Foundation gave out approximately $10 million dollars in grants on behalf of our...
Meet The Philanthropic Planning Team Community Foundation Sonoma County’s Philanthropic Planning Team helps donors get organized, create a budget, and support the causes and issues that matter most to them. We can assist donors in creating strategic giving plans that...
2014 was an exciting year of change for the Community Foundation, including for the Programs department. Karin Demarest became Vice President for Programs in March, and Elly Grogan joined the Foundation in May. Here’s a little bit about our team: Karin Demarest (shown...
