Capstone Advisor Session 2024

This year’s Capstone Advisor Session features a panel of experienced advisors who will share stories from their first-hand experience as well as a donor who is currently working with his advisors on his philanthropic plans.

Come hear their stories, insights and solutions and leave with new ideas and tools you can use with your own clients.

Darin Donovan

Shareholder - Estate Planning and Family Wealth Management, Hopkins & Carley

Anne Macdonald

Tax Partner, Frank, Rimmerman + Co.

Rene Ho

Fund Holder at the Catholic Community Foundation

Mary Quilici Aumack

CEO, The Catholic Community Foundation

Thank you to our generous sponsors, whithout whom we would not be able to offer this event free of charge to all attendees!

Host or Publisher The Catholic Community Foundation