Professional Advisors Network
Nationwide, community foundations have developed strong partnerships with key investment and financial leaders within their geographical service area. Three Valleys Community Foundation (3VCF) is actively forming new and strengthening existing relationships with financial, accounting, legal, insurance and investment professionals in the greater Tri-Valley region.
Our Professional Advisors Network
A Valued Partnership
Our organization is absolutely committed to The Power of Three – trust, transparency and a Tri-Valley focus in all funds and investment opportunities. We know that financial experts and investment advisors are a trusted source of information for individuals and community members in their personal estate and investment decisions. We value and embrace the affiliation and collective expertise of our Network members.
The 3VCF Professional Advisors Network functions as a volunteer, interdisciplinary “think tank” of specialists, providing both expertise to Three Valleys Community Foundation as well as real-time opportunities to exchange charitable giving ideas and help ‘grow’ philanthropy in our region.
We make giving easy and flexible, providing personalized advisor-donor services through our knowledge of local needs, programs, and services. This includes donor advised funds (DAFs), field of interest and scholarship funds, legacy giving options, and charitable remainder trusts or annuities (CRTs/CRAs). We are committed to assisting family philanthropy, often known as generational giving, as well as private family foundations. We identify key issues and ongoing critical needs of our region as well as the local nonprofits that are working to address them.
Our goal? To offer solutions that help professional advisors provide quality philanthropy options to their clients. We are happy to work directly with professional advisors to help their clients achieve charitable goals. This might include immediate or annual gifts associated with required minimum distributions (RMDs), stock shares or company sales. We offer donors the ability to ensure perpetual charitable support via legacy and estate gifts – managing the process and measuring impact. Three long-term investment options, as well as money market funds, provide appropriate and varied options. We are also committed to working cooperatively with individual investment advisors on high-net worth clients with unique considerations.
Meet the Members of Our Professional Advisors Network
Our inaugural advisors share our vision of a community where everyone has the opportunity to live a full and rewarding life. We’re grateful for their partnership as we work to strengthen our region through inclusive leadership, thoughtful funding, informed giving and collaborative action.
Richard Atkinson
CFA®, Managing Member
Atkinson & Co.
Kim Damiani
Professional Advisors Network Chair
CFP®, Financial Advisor
Summit Financial Group, LLC
Jon Elfin
Financial Planner
Open Advisors™
Val Howard
Agent/Owner
Farmers Insurance, Danville
Donald Marek
Senior Vice President, Commercial Banking Executive
Fremont Bank
Libby Mihalka
Wealth Advisor
Altamont Wealth Management
Grace Nash
Financial Advisor, Financial Planning Specialist
The Tri-Valley Group at Morgan Stanley Wealth Management
David Ogburn
CFP®, CEPA®, Senior Client Strategist
BNY Mellon Wealth Management
Elizabeth Trutner
Partner / Senior Counsel, certified specialist in Estate Planning, Trust, and Probate Law by CA State Bar
Demiris Law Firm, Livermore Office
Tim White
Senior Vice President & Market Specialist
Heritage Bank of Commerce
For more information on the 3VCF professional advisor network or to learn how 3VCF can help your clients achieve their philanthropic goals, contact Kelly Bowers, CEO/President at kbower@3vcf.org.