to give back to the community but are
unfamiliar with worthy causes that exist
or unsure how they want to direct their
planned giving. We can work with donors
and their estate planning attorneys to help
them establish a legacy of support for phi-
lanthropy in Morgan Hill.”
“We keep in touch with our donors and
in some cases, help them with what their
investment strategy might look like for
estate planning,” Whelan added. “Donors
come to us wanting to establish a living leg-
acy, grant fund or scholarship fund through
an endowment that grants out year after
year. Some want to donate to a focus area,
like the arts. Others want to set up a schol-
arship fund in their family name. Still others
prefer to choose a particular non-profit to
support. They often come to us for sugges-
tions on how their donation can best impact
the community, and we can help.”
Nominate a “Home Town Hero”
Each year the Foundation holds its annual
philanthropy event in November, which is
National Philanthropy Month. The event
The 2015 Philanthropy Night Celebration
has been scheduled for November 13th at the
Morgan Hill Community & Cultural Center. The deadline
for nominations for non-profit honorees is September 11th.
Nominations, sponsorships and donations may be sent
to [email protected].
GILROY • MORGAN HILL • SAN MARTIN
SEPTEMBER/OCTOBER 2015
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