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Christopher Weil & Company, Inc. Launches Family Philanthropy Services

CWC teams up with local philanthropist Valerie Jacobs to help private foundations and families build an effective infrastructure for charitable giving.

San Diego, CA, May 19, 2014 --(PR.com)-- Christopher Weil & Company, Inc. (“CWC”), the Investor-Manager-Advisor firm located in San Diego, today announced the launch of CWC Family Philanthropy Services, a new division that will serve individuals, families, and private foundations interested in getting a start in philanthropy or improving the impact of their existing giving.

“I've been sitting on the board of the Patricia & Christopher Weil Family Foundation, along with my parents and siblings, for fourteen years. In that time, we’ve learned valuable lessons about creating and managing a family foundation,” said 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 crystallize 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,” said Valerie 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, Valerie has been on the board of her own family’s private foundation, serving as board chair for four terms. Her passion for philanthropy and engaging others in discussions involving charitable giving has left an indelible imprint on the city of San Diego. Some of Valerie’s many philanthropic involvements include helping launch the nation's first Community Development Initial Public Offering for the Jacobs Center for Neighborhood 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. Valerie has conducted national seminars on translating philanthropic passion into impact and has been a consultant to family foundations as well as individual philanthropists for over 15 years. She has also been a licensed Marriage and Family Therapist for over 35 years, specializing in the effects of wealth on relationships and personal well being. Valerie, her husband and children have created their own family foundation, the Hapke Family Foundation, which supports sustainable international development.

Macy Olivas has been hired as the Director of CWC's Family Philanthropy Services. Macy is a graduate of Whitworth University where she studied Sociology and Leadership Studies. While attending Whitworth, Macy 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,” said 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 onboard to lead this endeavor.”

To receive information about upcoming private philanthropy seminars, please email molivas@cweil.com.

About Christopher Weil & Company, Inc.

CWC has a longstanding dedication to community philanthropy. Members of the CWC team contribute their time, money and expertise on the boards of the San Diego Youth Symphony and Conservatory, the Patricia & Christopher Weil Family Foundation, the National Center for Conflict Resolution, the UCSD Foundation, the Preuss School UCSD, the Flight Test Historical Foundation, Words Alive and Mainly Mozart.

CWC is an Investor-Manager-Advisor firm serving individuals, families and small institutions nationwide. With over forty years in the financial services world, CWC, together with its affiliates, works from every angle to bring their clients peace of mind. The firm is both a securities broker-dealer and a registered investment advisor, enabling it to provide a comprehensive and integrated mix of services. CWC is innovative in responding to client needs and dedicated to nimble, intelligent customer service with a personal, family touch. For more information, please visit www.cweil.com.
Contact Information
CWC Family Philanthropy Services
Macy Olivas
800-355-9345
Contact
www.cweil.com
Media contact: Cynthia Guiang
CG Communications
858-793-2471

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