Make-a-Will Month: Why August Is the Perfect Time to Plan Ahead

Make-a-Will Month: Why August Is the Perfect Time to Plan Ahead

August is Make-a-Will Month, which is the perfect time to be reminded of the importance of having legals plans in place with a will and trust, as nearly 70% of Americans lack a valid will. For most of us, seeing “make a will” on our to-do list is very daunting. While...
Welcome to the Team, Adelene!

Welcome to the Team, Adelene!

In July 2026, we welcomed Adelene Ramos to the team as our new Marketing and Communications Manager! An alumna of Santa Clara University, Adelene holds an MBA from the Leavey School of Business and a BA in Film & Video from the University of California, Santa...
2026 Capstone Advisor Session Recap

2026 Capstone Advisor Session Recap

At the Foundation, we are continually inspired by the vital role advisors play in helping families navigate complexity, articulate purpose, and build meaningful legacies. Our 2026 Capstone Advisor Session brought together a dynamic group of professionals for a morning...
The Milligan Family: Gifted DAFs for Graduation

The Milligan Family: Gifted DAFs for Graduation

At the heart of philanthropy is celebration and gratitude. When experiencing accomplishment and joy, these feelings brim over into generosity. When Anne and Steve Milligan watched their two children cross the stage in 2025 — Megan graduating from college and...