Trusted Partnerships

Trusted Partnerships

A few weeks ago J Mullineaux, our Vice President for Philanthropic Planning, had the great honor of interviewing two exceptional people and philanthropists at the Redwood Empire Estate Planning Council monthly membership meeting.  Steve Oliver and Jean Schulz are...
Triggering the Charitable Conversation

Triggering the Charitable Conversation

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...
Introducing Greater Good for Advisors

Introducing Greater Good for Advisors

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...
Why Five Fields of Interest?

Why Five Fields of Interest?

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...