Jaimi has 20 years of dedicated experience in the nonprofit and philanthropic sectors, facilitating the distribution of over $200M in charitable gifts. Her previous philanthropy positions include the Marin Community Foundation, Women's Foundation of CA, First 5 LA and The California Wellness Foundation. Jaimi has a BA from UCLA & MBA from Pepperdine University. She is the 2024 Advisor Excellence Award Winner - DAF Giving Summit, 21/64 Certified Advisor, and Impact Philanthropy Advisor (In Progress).
Services include:
Giving Plan for Philanthropic Impact - in just 3 meetings
Tailored strategic giving plan based on the client's values and interests with outlined priorities and grantmaking budget. Clients with a well-defined giving plan feel more confident in their philanthropic goals and decision-making which makes giving more fulfilling and actionable.
Organizational List
Thorough write-up on 3-5 vetted nonprofits for recommendation that will align with the client’s interest in an issue area/population/geography. If requested, can negotiate all terms with grantees.
Landscape Scan - sector specific research
Comprehensive summary on a specific issue and ecosystem to gain valuable insights, including background research and a list of high-impact organizations working on particular solutions.
Grantmaking Evaluation
Assessment on the impact and measurable objectives of funded organizations to inform future grant decisions.
Legacy Planning
Outline significant legacy gifts (including endowments) to provide long-term benefits to the organizations a client would like to support. All beneficiaries will be thoroughly vetted.
Family Philanthropy
Varies based on family/family foundation needs. Can facilitate family discussions, develop roles and structure of the family units and generations, and design a plan to achieve philanthropic goals.
For Foundations/Businesses/Corporations
Refine priorities and curate grantmaking programs; administer full scope of grantmaking processes; integrate social impact into core operations; structure governance and operating models; and develop employee engagement/giving programs.
Ongoing Philanthropic Advising
Slate of all the above services provided, as needed. Also includes:
- Quarterly tracking and check-in on giving plan and budget
- Communicate with all grantee partners, pre-and post- funding
- Source investment opportunities in social and environmental impact to activate assets for good
- Tailored thought partnership, access to learning opportunities, and connection to innovative best practices across the philanthropic and nonprofit sectors
- Identify meaningful opportunities for volunteerism, board service, peer funder collaboration, and strategic partnerships
By partnering with financial planners, wealth advisors, CPAs, and tax/estate planning attorneys, I can offer your clients an added value to the services provided through expert guidance on strategic giving and tax benefits, helping them align their charitable goals with their broader financial strategies, and ensuring that their philanthropic efforts create lasting, positive impact.
We help business separate their personal and business assets, this protects the personal assets from creditors, we then build a robust corporate EIN profile, using no personal guarantees. While building the corporate profile we improve the corporate fund-ability using a 7-step process, upon attainment of an 80 plus score the EIN is now allowed to access guaranteed corporate credit, at Wall Streets best market rates, no more paperwork, no more documents, just apply and choose your best deal.
We solve many issues for the business owners and specialize in cash flow, business valuation and corporate credit as the foundation of your financial health and well being.
Novato CA
94945
We are not just bookkeepers. We are partners who share an interest in the long range financial health of your business. We bring clarity to what the numbers actually mean for your business; a deeper understanding. We are interested in our client's businesses, not just their business. The bottom line: We do more to help you grow.
MPFA is an independent, fee-only, financial advisory firm dedicated to helping individuals, families and businesses achieve their financial goals. Because integrity matters, MPFA adheres to the fiduciary standard, putting our clients' interests first in all financial planning and investment management matters. Client assets are custodied at TDAmeritrade or Schwab. Initial consultation is without cost or obligation. Let's talk! Advisory services are offered through Integrated Advisors Network LLC, a SEC Registered Investment Advisor.
A few benefits of a HECM:
* Access to a line of credit.
* Purchase a new home.
* Liquidity for long term care planning.
I am a licensed Reverse Mortgage Specialist with Mutual of Omaha Mortgage. I have over 38 years of experience in reverse mortgage field, including 22 years in the financial services and mortgage industries at Wells Fargo Bank and Mutual Of Omaha. I have been the recipient of the prestigious "President's Club" honor for the past 16 consecutive years. I have been honored with providing numerous trainings, seminars, and panel discussions to deliver matter of fact information and
learning knowledge to groups ranging from Novato and San Rafael Chambers of Commerce, Financial
Planning Association, The National Association of Insurance and Financial Advisors, and the Marin Bar Association to name a few. I am actively engaged with The Marin Realtors, North Bay Realtors, Women Council of Realtors, CAL CPA, and Section on Aging.
Just a few ways that a Reverse Mortgage can help my clients are:
Access to a line of credit.
Purchase a new home.
Liquidity for long term care planning.
Novato, CA
94945
Originally established in 1982, Nor Cal Mortgage of Marin is a local mortgage company specializing in residential mortgage lending. We are licensed for lending in the state of California. We work hard to find the right loan product to fit each client’s specific situation and then guide that client through their purchase or refinance with expert care and communication. We are honest, diligent, and truly care about serving the best interest of our clients above all else. That is what sets us apart from the rest and makes us “The Trusted Mortgage Broker You Can BANK On”
San Rafael, CA
NMLS # 230939
94903