You work hard to provide your clients with the best service possible. And you know that charitable giving can be an important part of a client's financial and tax planning - whether they are selling a business or stock options, planning their estates, managing an inheritance or maximizing their yearly tax benefits. So let the Parasol Tahoe Community Foundation help you! We can be your professional resource when it comes to facilitating your client's charitable giving goals in the most tax-advantaged and cost effective manner possible. We provide a variety of methods for you to assist your clients and we deliver our services with upmost professionalism, including respect for your confidential client relationships.
The Parasol Tahoe Community Foundation is a public charity dedicated to effective philanthropy and ensuring the intention of each donor gift. As a community foundation, we are here for today and will exist tomorrow - in perpetuity. From simple donor advised funds to setting up a supporting organization, Parasol is here to assist you.
Since our inception in 1996, we have built a strong track record for quality services, expert stewardship and committed leadership. We invite you to get to know us, gain confidence in our work, and partner with us in assisting your clients in making a world of difference.
Parasol Professional Advisor CouncilThe Parasol Tahoe Community Foundation works with a variety of professional advisors, especially our Professional Advisor Council, that includes:
Soraya Aguirre, Aguirre Riley, P.C.
Ron Alling, Alling & Jillson, Ltd
Gerald Dorn, Anderson, Dorn & Radar, Ltd
Julia Gold, Law Offices of Julia S. Gold, P.C.
Scott Gunderson, Scott Gunderson, Attorney at Law
Kurt Hunsberger, Maupin, Cox, LeGoy
Alicia Johnson, Johnson Law Practice
Susanna Kintz, Reese Kintz, LLC
Michelle D. Rafferty, Maupin, Cox, LeGoy
Nicole Vance, Dunham Trust Company
Jamie Walker, Alling & Jillson, Ltd
Certified Public Accountants
George Ashley, Ashley Quinn CPAs and Consultants
Mike Bosma, CliftonLarsonAllen, LLP and The Bosma Group, P.C.
Mike Griesmer, McClintock Accountancy Corporation
Kevin Hameister, Ashley Quinn CPAs and Consultants
Bill Johnson, David, Johnson & Larsen, Ltd
Geoff Grenert, Cypress Strategies
Mike Menath, Menath Insurance
Scott Menath, Menath Insurance
Janet Mello, City National Bank
Financial Investment Advisors
Hawley MacLean, MacLean Financial Group
James Marren, Reno Wealth Advisors
Our professional staff is available to speak with you, members of your firm, your organization or your clients about charitable giving options, creating a legacy through planned giving, emerging community issues, as well as building endowments for non-profit organizations.Please contact Claudia Andersen, CEO, at 775-298-0187 to set up a time that is convenient for you.
Aaron Moore, Chair: Former Chief Technology Officer and Board Member of Zephyr Associates, a leading provider of investment analysis software
David Hardie: Chairman and CEO of Hallador Investment Advisors, Inc.
Dean Meiling: Managing Director of Pacific Investment Management Company (PIMCO), retired
Alvaro Pascotto: Private investor as well as a lawyer specializing in private equity and wealth management, tax planning, entertainment and intellectual property. Founder of Kairos Partners SGR S.P.A.
Lisa Petrie: Certified Financial Planner and Managing Director-Investments, Senior Portfolio Manager of the Petrie Group of Wells Fargo Advisors
Ryan Ritchie: Portfolio Manager and wealth planner with a local private investment firm; specialties include global macro research and manager due diligence. Holds a Master of Science in Investment Management from London's Cass Business School.
Elbridge Stuart: Trustee and Treasurer of Stuart Foundation; Former Director of Alternative Investments & Research, Coldstream Capital Management