transparentfacebooktwitterlinkedinemail

FORM 990

If you wish to view our IRS Form 990, you may download it pdfhere or check the following website: www.guidestar.org.



get adobe readerSome of the documents on this site are available as PDF files. To view, save and print these documents, you will need the latest version of Adobe Reader. This can be downloaded free from www.adobe.com

Professional Advisors Council (PAC) Meetings

pac-mtg-10-2018On October 23 and 24, we invited professional advisors to our Riverside& San Bernardino Professional Advisors Council (PAC) meetings. The topic discussed was "Five Charitable Strategies You Should Be Talking About to Your Clients."

Our speaker for both meetings was Stephanie Buckley, JD, Senior Fiduciary Regional Manager, Philanthropic Services, Wells Fargo Private Bank.

Stephanie helped us discuss the Tax and Jobs Act of 2017, and how it may affect the charitable giving of professional advisors’ clients. The meeting covered five different charitable giving strategies that professional advisors should be discussing with their clients as the year-end approaches. The strategies discussed included donor advised funds, charitable remainder trusts, business entity charitable gifts and retirement asset gifts.  

The Professional Advisors Council (PAC) meets twice a year to discuss various important topics related to charitable giving and learn about the work, programs and services offered by the Foundation.

To join us at future PAC meetings contact Jose Marquez, Vice President of Charitable Giving at This email address is being protected from spambots. You need JavaScript enabled to view it. or 951.241.7777.