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09-28-04 PTRC
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09-28-04 PTRC
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ODonor Advised Fund <br /> connects family to their community <br /> "s 4' <br /> The Sorans enjoy recommending which 7 <br /> organizations their Donor Advised Fund fter Phil Saran negotiated the sale of his company X10tech in 2000, <br /> should support. Pictured from left are <br /> Diana,Kevin,Margie and Phil. Christine he and his wife Margie recognized the opportunity to increase their <br /> and Alyso are not pictured. community involvement through philanthropy. The Sorans turned to <br /> their tax accountant, Stacy Rubsam at Grant Thornton, for advice on <br /> how to reinvest their good fortune into community enrichment, and <br /> were referred to The Saint Paul Foundation. <br /> Confident that the Foundation was the right partner to help them <br /> achieve their specific goals, the Sorans established a Donor <br /> Advised Fund with The Saint Paul Foundation. Now, the whole <br /> family—including the Sorans' four children—works together to <br /> make giving recommendations. <br /> The Sorans say that the Foundation not only helped them "think <br /> smarter" about how to give, it is also the vehicle that continues to <br /> connect them with their community. <br /> • <br /> Phil Soran <br />
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