Seminar for Advisors: Clients with Terminal Illness

If you’re a professional advisor and you’ve ever been in the sensitive position of dealing with a client who has a terminal illness – or wondered how to deal with that kind of situation -- this January 17 event is for you. 
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This Web/Audioconference series was presented locally by Mechanics Bank, the Association of Fundraising Professionals–Golden Gate Chapter, and the Development Executives Roundtable. Thanks to these sponsors, the broadcasts were shown free of charge at the East Bay Community Foundation.

East Bay Community Foundation CEO: Helping Clients with Philanthropy

Our President & CEO Nicole Taylor was featured at a Nov. 16 panel discussion on “Helping Clients Achieve Their Philanthropic Goals” sponsored by the Estate Planning Council of Diablo Valley. Held at the Lafayette Park Hotel in Lafayette, the event was attended by about 80 Council members and their guests. Click here to see her PowerPoint presentation. Also speaking on the panel were Teresa Bonner, former head of Business Development and Charitable Services for U.S. Bank’s Private Client Group and Stephanie Petit, an attorney at Adler & Colvin specializing in representation of nonprofits and philanthropists.

Strengthening Economics of East Bay Arts

We’re one of five foundations helping to form and support a four-city collaboration in the East Bay aimed at strengthening the economic dynamics of the area’s large and well-known arts community.
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Our Radical Idea

With our commitment to 2020 for helping young children succeed and for the economic advancement of individuals and families, we’re breaking the mold. Hear why National Public Radio got interested in our commitment -- and our solutions. Learn More >>