Why a Newsletter?
Hello — and nice to meet you.
My name is Marcus Rafiee, and I’m honored to have joined the Community Foundation in 2017 as the Sr. Director of Giving Strategies. As you may know, the Foundation connects our donors’ values and passions with purpose, helping them make a meaningful impact on our community. In my new role, I’m working to further that connection by deepening the Foundation’s relationships with you — our colleagues who are actively working with clients on legal and financial planning matters.
This newsletter is just one of the ways I hope to bring value to you and enhance the services you provide to your philanthropic clients. I’m also excited to announce the recent launch of our Professional Advisors Exchange. Through the Exchange, we hope to build a local network of advisors and facilitate a platform for the discussion of ideas. My goal is to highlight how the expertise of the Foundation can help you as you work with your clients to achieve their philanthropic goals.
I look forward to meeting each of you in the coming months. In the meantime, please feel free to reach out to me with any questions or comments as you engage your clients in planning processes.