Tue, 20/05/2014 - 10:06
Christopher Weil & Company has launched CWC Family Philanthropy Services, a new division that will serve individuals, families, and private foundations interested in getting a start in philanthropy or improving existing giving.
“I've been sitting on the board of the Patricia & Christopher Weil Family Foundation, along with my parents and siblings, for 14 years. In that time, we’ve learned valuable lessons about creating and managing a family foundation,” says Kit-Victoria Wells, CWC team liaison. “Our family foundation has opened up an avenue for us to think critically about the issues that face individuals and communities. We want to bring about positive change in the San Diego area and our foundation has challenged us to figure out how we can do that most effectively. It has been great to work together on this as a family and we want to pass our experience to others with similar goals and interests.”
Valerie Jacobs has had both a professional and philanthropic relationship with CWC for over 15 years. In 2002, she led the family members through a strategic planning process which helped crystallise the Patricia & Christopher Weil Family Foundation’s future giving. In addition, she has collaborated with CWC in offering several private philanthropy seminars in San Diego.
“Many families have the ability to give back to their community, but don’t know where to start,” says Jacobs. “There are so many worthy causes out there and it can be overwhelming. Using advisors who understand the philanthropic landscape can help families find not only the issues they are passionate about, but the best ways to give for effective results.”
Since 1988, Jacobs has been on the board of her own family’s private foundation, serving as board chair for four terms. Some of her philanthropic involvements include helping launch the nation's first Community Development Initial Public Offering for the Jacobs Center for Neighbourhood Innovation, chairing the San Diego Grantmakers Board, and serving on their Advisory Board. She also serves on the board of the San Diego Women’s Foundation and is currently the Member Stewardship Chair.
Macy Olivas has been hired as the director of CWC's Family Philanthropy Services. Olivasis a graduate of Whitworth University where she studied Sociology and Leadership Studies. While attending Whitworth, she was a recipient of the Patricia & Christopher Weil Family Foundation's MKC College Scholarship. Her experience includes working with Teach for America, the Bill and Melinda Gates Foundation, Stand for Children, and other education-equality advocacy groups. She currently serves as the executive director of the Patricia & Christopher Weil Family Foundation and recently became a part of San Diego’s Social Venture Partners.
“Many of our clients are looking for the best way to handle their charitable giving,” says John Wells, CWC president and CEO. We want to support our clients in building a strong infrastructure for their foundations or help them find the ideal charitable vehicle to meet their gifting objectives. We feel it is a privilege to assist them in putting their good ideas into action and are thrilled to have Valerie and Macy on board to lead this endeavour.”
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