2022 Season of Thanksgiving

October 27, 2022
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Dear Client,

As the Holiday Season approaches, we want to focus on our blessings at this time of year. We believe that one of our significant blessings is you, our client. We are grateful for the trust you have given us to manage your investment assets and guide you in achieving your financial goals. We take that trust seriously, with a degree of pride and with a considerable measure of appreciation.

A fundamental philosophy we try to live by is “We enrich ourselves by enriching the lives of others.” Thanksgiving is a time to put this into practice by supporting various charities that help underprivileged children, provide relief to the hungry, provide medical help for the sick, offer support services for the elderly, and provide food and shelter for neglected and abandoned animals. We have always been, and will always be, strong advocates for philanthropy in big and small ways. In partnership with clients, friends, and colleagues, we are committed to being part of a movement that creates change and enriches the lives of others. 

For the past 27 years, we have encouraged friends and clients to donate to a charity on our list, and we will match the donation up to $100. We regret that we cannot honor requests received after December 16. 

Last year, selected non-profits received our most significant donation to date, over $35,000.00. We thank you for helping us increase our donations by 40%! We hope you can help us double that number this year!

Here are your options:

  • Option 1: Send us a check, made payable to any one charity of your choice from the attached list, in any amount, and we will forward your check along with our matching contribution.
  • Option 2: Donate online to a charity on the attached list. Then forward your donation receipt to us by email (Monique@svwadvisors.com).

Remember that some of you might be able to triple your donation. If your employer offers a corporate matching gift program, make sure you plan so that you can take advantage of that program! 

In closing, please accept our thanks for your continued confidence in us and our best wishes for a safe and joyous holiday season. 

Thank you for being so supportive.

Tracy Lasecke, CFP®                   
Scott Ponder, MBA, CFP®     
Scott Yang, CPA, CFP®                  
Lisa Ozaki, CFP®     
Monique Ruiz
Charles Tran     
Katelyn Yang       
                                                  Silicon Valley Wealth Advisors - 2022 Donation List
CHARITY AREA  LINK 
 Alzheimer's Foundation  Health/Science Research  https://alzfdn.org/support-us/donate/ 
 American Cancer Society  Health/Science Research  https://www.cancer.org/involved/donate.html 
 American Diabetes Association  Health/Science Research  https://www.diabetes.org/donate 
 American Heart Association  Health/Science Research  https://www.heart.org/en/get-involved/ways-to-give 
 American Red Cross  Disaster Relief  https://www.redcross.org/donate/ 
 Avenidas  Senior Care Resources  https://www.avenidas.org/donate-2/ 
 Bay Area Cancer Connections  Cancer Support Resources  https://www.bayareacancer.org/ 
 Catholic Charities of Santa Clara County  Poverty Assistance  https://www.ccscc.org 
 Doctors Without Borders  Disaster Relief / Medical  https://donate.doctorswithoutborders.org/ 
 Food Bank of Contra Costa and Solano  Food Security  https://www.foodbankccs.org/give-help/donate.html 
 Global Fund for Women  Gender Equity and Justice  https://www.globalfundforwomen.org/ 
 Lucile Packard Children's Hospital  Children's Health Care  https://supportlpch.org/ways-give 
 San Francisco Marin Food Bank  Food Security  https://www.sfmfoodbank.org/more-ways-to-give/ 
 Saving Innocence  Anti Human Trafficking  https://savinginnocence.org/donate/ 
 Second Harvest Food Bank  Food Security  https://www.shfb.org/give-help/donate-funds/ 
 Silicon Valley Pet Project  Animal Welfare  https://www.svpetproject.org/ 
 St. Jude Children's Research Hospital  Children's Health Care  https://www.stjude.org/donate/ 
 Susan G. Komen for the Cure  Cancer Research  https://ww5.komen.org/Donate/Donate.html 
 West Valley Community Services  Food, Housing and Support Services  https://www.wvcommunityservices.org/