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Giving Advice is a newsletter about charitable gift planning edited and produced by the East Bay Community Foundation. It is distributed to 2,000 professional advisors throughout the greater San Francisco Bay Area. Each issue contains a feature article written by a local author.

If you would like to start receiving Giving Advice, email Sarah Merkle

Click below to access past issues of Giving Advice. Some issues are in PDF format (Adobe Acrobat required).

Edition 37
East Bay Gives 2016—National Day of Giving, A Message from our CEO James Head, and Investment Insights from our CFO
Edition 36
Three Year Impact Report, Charitable Bequest Advice from Bart Flood, East Bay Gives 2015, Separately Managed Funds
Edition 35
Our New CEO, Hidden Poverty in Tri-Valley, East Bay Gives 2015, Annual Fundraising Underway
Edition 34
Tri-Valley Opportunities Fund Launched, EBCF’s 85th Anniversary
Edition 33
May 6 is Giving Day, Good Deeds, Janet Napolitano visits EBCF, Record Gifts for 2013
Edition 32
KQED Ads, Arts, Year-End Advantage
Edition 31
Tax-Smart Donation, EBCF in the News, Defense of Marriage Act Ruling
Edition 30
Downton Abbey, Gen X & Y, The Tri-Valley
Edition 29
Your Legacy, Women Do It Differently, Moore’s Rule for Giving it Away
Edition 28
Donor Collaboration, Tax Planning, Sudden Wealth Syndrome
Edition 27
Philanthropic Strategy, Tax-law Changes, Our Results
Edition 26
Meeting & Exceeding Clients’ Expectations
Edition 25
Impact Investing, Tax Changes, When your client is dying.
Edition 24
Tax Opportunity, Stock Market Predictions, New Study, CEO appointed to Federal Reserve
Edition 23
Philanthropy, Worthy Causes, Our Donors, Our Partners
Edition 22
Estate Taxes, Charity Navigator Rating, Impact Investing
Edition 21
Taxes, New Estate Gift
Edition 20
Values-Based Investing & Family Philanthropy
Edition 19
Tough Times, Wedding Funds, Charitable Deduction Limits
Edition 18
Tough Times, But Our Commitment Remains
Edition 17
Community Foundations’ Growing Popularity
Edition 16
Growing Popularity of our Donor Advised Funds
Edition 15
Charitable Giving Made Easy & Simple
Edition 14
IRA Rollover; Our “Magic Water”
Edition 13
High-Net-Worth Clients; Protecting “Charitable Intent”
Edition 12
“Sarbanes-Oxley and Changing Nonprofit Accountability” by Kristin A. Pace, Esq.
Edition 11
“Advisors and the 2003 Tax Act” by Joe DeGirolamo, JD, CPA
Edition 10
“Charitable Giving in a Slow Economy” By Thea Beatie, J.D., LL.M.
Edition 9
“Supporting Foundations: Charitable Contribution Deduction Rules” by Ward S. Pynn
Edition 8
“What to Do When Momma Won’t Jump: Planning Opportunities Under the New Tax Law” by John A. Hartog
Edition 7
“New East Bay Center for Philanthropy: The Place to Go for Professional Advisors” by Michael Howe, President of the East Bay Community Foundation
Edition 6
“The Psychology of Affluence” by Jessie H. O’Neill, M.A., CET II
Edition 5
“Designing a Winning Investment Strategy for CRTs” by Jeffrey L. Shields
Edition 4
“The Supporting Organization Advantage” by Jill S. Dodd, Esq.
Edition 3
“Planning for Dot-Com Clients” by Darryl D. Ott, Esq.
Edition 2
“Key Tax Planning Issues Involving Stock Options and Charitable Giving” by Dan J. Hall, Esq.
Edition 1
“What Advisors to Entrepreneurs Should Know About Community Foundations” by Robert A. Goldman, JD
“The Ethics of Referring Clients to Community Foundations” by Lorin Castleman, Esq.

For more information on the Foundation, please explore the links to the left.

If you would like to contribute an article to Giving Advice, or to request copies of materials from the Foundation’s past professional advisor seminars, contact Janet Spears at 510.208.0833.