Category Archives: Philanthropy Focus

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 »

Arnerich Massena Makes Giving Guide Donations to Three Charitable Organizations: Fly Fishing Collaborative, Shooting Star Foundation, and the Assistance League of Greater Portland

This year, we wanted to honor the spirit of giving with a unique project, and asked our clients and friends to submit the charitable organizations they care deeply about in order to build a collection that can serve as a philanthropic resource. The result, the Arnerich Massena Giving Guide, is a truly remarkable collection of organizations that have collectively made far-reaching impacts on countless lives. Read more »