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The Advisor Giving Circle

As a local Professional Advisor, the Giving Circle makes your contribution more meaningful.   Learn more . . .


Advisor Giving Circle

Giving Circles are a form of shared giving and social investment networking. They represent a growing trend in philanthropy and are established by individuals seeking to have greater involvement in their giving. As a local Professional Advisor, the Giving Circle makes your contribution more meaningful by helping you better network among your group, leverage your resources, and enhance the impact of your collective giving.

Additionally you will benefit from:

  • Developing a deeper understanding of the philanthropic process by actively engaging and supporting important local youth programs in our community.
  • Learning the many ways Placer Community Foundation can assist your clients in achieving their philanthropic goals.
  • Setting a standard of community engagement with which to inspire your clients and peers.
  • Making a real difference in the causes affecting youth in our county!

Join the Advisor Giving Circle

Become a member of the Advisor Giving Circle and work with your peers to implement a grant program targeted to support local youth ages 14-21. Contact us to secure your seat with a minimum contribution of $500 or simply donate online.

Our Current Members

Paul S. Aronowitz, Law Offices of Aronowitz & Skidmore

Donna Book, Bobst, Book & Associates, C.P.A.'s

Jason J. Cardinet, C.P.A., Gallina LLP

Sheila Cardno, LPL Financial Services

Debbi Christensen, Propp Christensen Caniglia LLP

Andrew Edwards, Andrew Edwards & Associates, Financial Advisors

Guy Gibson, Gibson & Gibson, Inc., A Law Corporation

George Graziano, Scinto Graziano LLP

Dewey Harpainter, Attorney at Law

Margaret Heiser Fulton, Robinson, Lyon & Fulton

Barbara Jicha, C.P.A.

Jimmy Louis, Certified Public Accountant

Ellen MacInnes, Senior Vice President, Morgan Stanley Smith Barney

Joe Milam, Legacy Capital Management Inc.

Steven Phillips, Kuppinger & Phillips CPA's

Tim Sands, Attorney

Don St. Clair, CFP, EA, a Registered Investment Advisor

Dieter Stenger, Homer, Stenger & Company Inc.

Kent R. Suemnicht, Thrivent Financial for Lutherans-The Sierra Foothills Group

Doug Summers, Robertson Woodford & Summers LLP

Mike Wilson, Wilson Wilson & Taylor CPA's

Randy Wilson, Kronick Moskovitz Tiedemann & Girard

Timeline

The timeline for the 2012 Advisor Giving Circle will run from late July through mid-September and will include the following:

  • Summer 2012 – Placer Community Foundation sends out Request for Proposal (RFP) to local youth programs.
  • July 25, 2012 - Introduction meeting and brief presentation by Placer Community Foundation. Introduce online grant application review process.
  • August 30, 2012 - Meet with top applicants and make grant recommendations.
  • September 19, 2012 - Reception to celebrate the grant program’s success!

 

“Your gift is a source of community support, helping do good work today and in the future”

Giving could now be
processed online.


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Why partner with PCF?
We build endowment funds that benefit the community forever and help create lasting legacies. Our board of directors ensures that these funds grow into perpetuity and continue to carry out the wishes of the donors who established them.

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