Epstein Index›Documents›EFTA02715021
⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA02715021: Blair, Silicon Valley and Entertain (DS11)

General DocumentDate unavailableEFTA027150211 keyword hits
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Document discussing the Silicon Valley Community Foundation's (SVCF) practices regarding donor-advised funds and stock liquidation strategies. References Diana Blair from the Bill & Melinda Gates Foundation and describes SVCF's willingness to work with donors on investment retention and sale timing.

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PersonKeyword
Excerpt 1
For example, the **Silicon** **Valley** Community Foundation (SVCF) has allowed a donor to include rights to retain an investment as long as the donor agrees to
Excerpt 2
SVCF often works with donors, in advance of a donation, to develop a liquidation strategy over time and will **entertain** donor advice regarding sale of stock
Excerpt 3
Collingsworth General Counsel Legal Assistant Diana **Blair** Bill & Melinda Gates Foundation www.gatesfoundation.org 2 EFTA_R1

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