Connecting Clients with their Philanthropic Interests
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Connecting Clients with their Philanthropic Interests
August 22 , 2017 | The Valley Catholic
By Marie Galetto Marketing and Grants Program Manager , The Catholic Community Foundation of Santa Clara County
What role do estate planning attorneys , CPAs and wealth managers play in their clients ’ philanthropic strategy ? On Monday , July 31 , 2017 , the Catholic Community Foundation of Santa Clara County brought together a panel of experts to discuss just that . Professionals from all over the Silicon Valley came to the Capital Club in San Jose to reconnect with their colleagues and listen to the esteemed speakers .
The Foundation invited John M . Sobrato , CEO of the Sobrato Organization , James P . Cashman , estate planning attorney at Berliner Cohen , and Raymond J . Triplett , President and CEO of Triplett Financial to share their unique perspectives about the relationship between estate and wealth planning and philanthropy . They each discussed how – as professionals in estate planning , life insurance , and other related fields – audience members could help their clients reach their philanthropic goals as well as their financial goals .
Previously , leaving a portion of an estate to charity was commonly thought of as a last resort , only implemented if the client had no family members
Mary Quilici Aumack , Executive Director of The Catholic Community Foundation of Santa Clara County , joins , from left , John M . Sobrato , CEO of the Sobrato Organization , James P . Cashman , estate planning attorney at Berliner Cohen , and Raymond J . Triplett , President and CEO of Triplett Financial in a panel discussion during the foundation ’ s Advisor Lunch in July .
to whom they wished to leave their estate . Today , though , that narrative has changed . “ For people like us – financial people , estate planning attorneys , financial advisors , insurance folks – [ the Silicon Valley today ] is a really interesting place to be . We get to do sophisticated work … with clients that want to do things that are outside of the box ,” noted Cashman . Clients are now thinking about philanthropy as an integral part of their portfolios and estate plans , and attorneys are discussing it more and more amongst themselves and with their clients .
Advisors are in a unique position to discuss options for philanthropy with their clients . The speakers discussed some of the ways through which clients can give to charity while taking advantage of tax benefits that would not have been available otherwise . For some clients who might not initially have a strong desire to give to charity , discussing the potential tax benefits can be a good way to start that conversation .
At the conclusion of the panel , Mary Quilici Aumack , Executive Director of the Catholic Community Foundation , briefly summarized some of the services offered by the Catholic Community Foundation that can help clients fulfill their philanthropic goals , such as Donor Advised Funds and Family Endowments . If you would like to learn more about how you can connect your clients with their philanthropic interests or if you would like to learn more about the Foundation ’ s services , please visit www . cfoscc . org or call ( 408 ) 995-5219 .
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Father Generoso Geronimo presides at the Eucharistic Celebration with Father Ritchie Bueza , Monsignor Willie Manrique , Father Andy Ligot , Father Gerardo Menchaca , Father Norman Segovia , Father Mark Gazzingan , Father Vincent Pineda , Father Art Albano , Father Chady Segovia and Father Eddie Obero .
The Diocesan Council of Filipino Catholics sponsored a celebration of thanksgiving honoring the Blessed Mother , “ Alay Filipino sa Mahal na Ina ” on July 29 , at Our Lady of Guadalupe Church in San Jose . A procession of different sacred images of our Blessed Mother venerated in the Philippines preceded the Eucharistic Celebration presided by Father Generoso Geronimo and concelebrated by Father Ritchie Bueza ( Vicar for Filipino Ministry ), Monsignor Willie Manrique , Father Andy Ligot , Father Gerardo Menchaca , Father Mark Gazzingan , Father Vincent Pineda , Father Norman Segovia , Father Art Albano , Father Chady Segovia and Father Eddie Obero .
The sacred images represented various titles given to our Blessed Mother in the Philippines such as Our Lady of Manaoag , Our Lady of Piat , Our Lady of the Abandoned , “ Ina Poong Bato ,” Our Lady of Penafrancia , Our Lady of Caridad , Our Lady “ Virgen de los Remedios ,” Our Lady of Namacpacan , Our Lady of Perpetual Help , Our Lady of Guadalupe ( the second patroness of the Philippines ), Our Lady of Antipolo ( Our Lady of Peace and Good Voyage ), the symbol of Filipino-American Catholic faith and devotion to the Blessed Mother . This particular sacred image is now represented at the largest Roman Catholic Church in the United States , the Basilica of the National Shrine of the Immaculate Conception in Washington , D . C . Last but not least is the sacred image of Our Lady of Fatima . We join all devotees of our Blessed Mother in observing this year the 100 th Anniversary of her apparitions in Fatima , Portugal .