The presentations include ample time for discussion and usually last about one hour. We'll provide lunch, breakfast, snacks, or fit the presentation into your existing meeting. Dozens of firms in Silicon Valley have hosted Community Foundation Silicon Valley for groups of five to twenty-five tailored to advisors' or clients' needs.
Some firms choose to have an audience made up of only advisor employees.
Sometimes advisors from different departments within a firm are involved so that cross-selling opportunities can be discussed. Others choose to use the presentation as an opportunity to network and invite advisors of various disciplines outside the firm. Still others want to co-present to their client base. You'll learn that Community Foundation Silicon Valley is flexible for charitable and tax purposes. We nearly always have the right fit for your client's plan.