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.

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

	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 This e-mail address is being protected from spambots. You need JavaScript enabled to view it at 510.208.0817.