Category Archives: Philanthropy Focus

Investment and Philanthropic Advisor Katherine Fox, CFP®, CAP®, Featured in the National Center for Family Philanthropy Blog

Arnerich Massena’s investment and philanthropic advisor Katherine Fox, CFP®, CAP®, shares her insights about the motivations and concerns of younger donors with a broad audience on the National Center for Family Philanthropy website. The NCFP is dedicated to “helping families realize the promise and possibilities of philanthropy for meaningful impact,” so Katherine’s work in developing Arnerich Massena’s philanthropic advisory service model and providing philanthropic advisory services to clients fits well with the services and resources they provide. Featured as a “voice from the field” in the Family Giving News Blog, Katherine brings her perspective to NCFP members and visitors. Read more »

Arnerich Massena Sponsors Native Arts & Cultures Foundation’s 2019 10-Year Gratitude Celebration

The Native Arts & Cultures Foundation hosted a series of special events preceding the 2019 Santa Fe Indian Market in Santa Fe, New Mexico. Arnerich Massena was a proud sponsor of the 10-Year Gratitude Celebration, an evening event on August 16 dedicated to celebrating ten years of NACF’s service to Native artists and communities and honoring the individuals, businesses, tribes, and foundations that have supported the organization’s work during its first decade. Read more »

Arnerich Massena Takes Third Place in Columbia Gorge Community College Foundation 20th Founder’s Cup Golf Tournament

The Columbia Gorge Community College Foundation hosted its 20th Annual Founder’s Cup Golf Tournament on Saturday, Aug. 3 at Indian Creek Golf Course in Hood River, Oregon. Arnerich Massena was a proud sponsor of the event, and especially proud that our team placed third in the tournament! Arnerich Massena team members Ryland Moore, Karl Hausafus, Luka Arnerich, and Lauri Hausafus made a terrific showing; not only did they win third place net, but Lauri also had the longest drive for women! See photos below. Read more »

Arnerich Massena Announces Philanthropic Advisor Katherine Fox Has Earned the Chartered Advisor in Philanthropy (CAP®) Designation

We are pleased to announce that philanthropic advisor and planner Katherine Fox, CFP®, CAP®, has earned her Chartered Advisor in Philanthropy (CAP®) designation. The CAP®, administered through the American College of Financial Services, is an advanced charitable giving curriculum providing advisors with the knowledge they need to help clients clarify what they wish to accomplish for themselves, for their heirs, and for society; to evaluate the amount, structure, and impact of charitable gifts; and to integrate charitable strategies into their financial plan, business exit strategy, and/or estate plan. Read more »

Arnerich Massena Employees Tour Randall Children’s Hospital NICU

Randall Children’s Hospital at Legacy Emanuel Medical Center recently invited Arnerich Massena employees to tour their Neonatal Intensive Care Unit (NICU). Arnerich Massena’s Terri Schwartz, managing director of institutional services and business development, has served on the board of the Randall Children’s Hospital Foundation for two years and arranged the visit as an opportunity for Arnerich Massena staff to see directly the amazing work this facility is doing, much of it thanks to philanthropic donations from the community. Read more »

Arnerich Massena’s Katherine Fox Featured in Portland Business Journal’s Estate and & Charitable Planning Guide

Arnerich Massena’s philanthropic advisor, Katherine Fox, introduces Portland Business Journal readers to the idea of philanthropic advising in an article that recently appeared in the Journal’s Estate & Charitable Planning Guide. In “Deepening Relationships Through Philanthropic Advising,” Katherine Fox discusses why this service is important and how it can fulfill clients’ long-term needs. “Our belief in the power of philanthropy led us to create our newest service offering: comprehensive philanthropic advising focused on empowering our clients to become more effective, educated, and engaged donors,” she notes in the article. “As advisers with a deep knowledge of the principles that guide effective non-profits and extensive experience conducting due diligence on a wide variety of organizations, our skill set makes us uniquely positioned to help clients access and evaluate the non-profit landscape within their chosen issue area.” Read more »