Meet an Advisor
We’re grateful for the tremendous partnerships we share with our professional advisors. Read a powerful story by Keith McWilliams who shares why he and his clients partner with TSFF to invest in strengthening the Bay Area.
TSFF has offered me and several of my clients incredible stewardship and philanthropic partnership. So much so, that my wife Sheila and I opened our own donor advised fund in 2012.
For almost 20 years, I’ve had the pleasure of partnering with The San Francisco Foundation (“TSFF”) as the go-to community foundation of the Bay Area. Their ability to seed innovative solutions has translated into some of the most remarkable Bay Area institutions we love and treasure today, including The Exploratorium and KQED. Bold initiatives, such as The Partnership for HOPE SF and the Great Communities Collaborative continues to be led by the foundation as part of their agenda to advance racial and economic equity for all in the Bay Area.
Working alongside my parents when they opened their first donor advised fund in the 90’s, to co-chairing the Inaugural Professional Advisors Council that launched in 2013, TSFF has offered me and several of my clients incredible stewardship and philanthropic partnership. So much so, that my own family and I opened our own donor advised fund in 2012.
The benefit of giving ourselves the time to consider, evaluate and plan our grantmaking, while availing ourselves of the expertise TSFF offers, makes our giving more effective and rewarding. Likewise, several of my clients with large and small funds at TSFF have also benefited from working hands-on with the Donor Relations and Planned Giving Officers who offer guidance on how to structure your clients’ philanthropy.
As a native San Franciscan with a deep connection to music, I was the volunteer head of the Youth Orchestra Committee for the SF Symphony in the 90’s. Today, through our donor advised fund, we are able to give to the issues we care about: education, the arts, and empowering young people to access opportunity in general.
When it came time for us to name our fund, we were inspired by my family’s history as winemakers and came to The Trellis Fund. A trellis is the structure that is needed for a vine to grow and flourish. We wish to give to charities providing such structure to youth. Moreover, I think this is a fitting definition of what working with TSFF offers to its donors, by providing them the strong and informed structure with which to grow their philanthropy.
Smart charitable giving can help with critical year-end tax planning needs or extraordinary liquidity events, and also meet critical needs within the Bay Area community we treasure.
As a donor and professional advisor partner to The San Francisco Foundation, it is my privilege to highlight below some of the ways TSFF can partner with you and your clients as they design their charitable giving plans. We encourage donors to work with their professional advisors to determine the specific application of these ideas to their particular tax situation.
Keith McWilliams, CFA, CFP®
Partner, Head of West Coast Region, Evercore Wealth Management
Member of The San Francisco Foundation’s Professional Advisor Council