Tag Archives: Eva Rhodes

A Donor-Advised Fund in Action

Eva RhodesBanker for J.P. Morgan Private Bank, Santa Barbara A Donor-Advised Fund (DAF) can be a great strategy for charitable giving as it provides an easy, cost-effective way to give. One client who had been using a DAF had a $200mm liquidity event and engaged our team to not only work on the asset allocation, but to also discuss their philanthropic vision and desire to create high-impact programs. We immediately brought in a regional specialist from our Philanthropy Centre and set up an in-person meeting to discuss.  The family shared that they aspired to be more creative and independent in [...more...]

Dream Foundation Hosts Second Annual Twilight in the Garden Dream Foundation

Celebration acknowledges devoted supporters and the Dreams they bring to life Dream Foundation hosted its second annual Twilight in the […more…]

Eva Rhodes, Vice President and Banker of Santa Barbara’s J.P. Morgan Private Bank and Elizabeth Farnan Rodrigues, Founder and Principal of Elizabeth CPA, Inc. Join Dream Foundation Dream Foundation

Rhodes and Rodrigues to join the National Board of Directors of the dream-granting organization Local businesswomen and philanthropists, Eva Rhodes […more…]