About this Event
Family Charitable Giving: Advisors’ and Donor’s Perspectives
This year’s Capstone Advisor Session features a panel of experienced advisors who will share stories from their first-hand experience as well as a donor who is currently working with his advisors on his philanthropic plans.
Come hear their stories, insights and solutions and leave with new ideas and tools you can use with your own clients.
The Panel
Darin Donovan
Shareholder - Estate Planning and Family Wealth Management, Hopkins & Carley
Anne Macdonald
Tax Partner, Frank, Rimmerman + Co.
Rene Ho
Fund Holder at the Catholic Community Foundation
The Moderator
Mary Quilici Aumack
CEO, The Catholic Community Foundation
Event Sponsors
Thank you to our generous sponsors, whithout whom we would not be able to offer this event free of charge to all attendees!
Event Venue & Nearby Stays
Silicon Valley Capital Club, 50 West San Fernando Street, San Jose, United States
USD 0.00
