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Mark Percy, CAP®

Regional Philanthropy Advisor; California

Mark joined Excellence in Giving as a Regional Philanthropy Advisor for California clients and has significant experience serving high capacity families with their charitable giving.

He was Executive Director of one of the largest family foundations in Orange County, CA and also an independent non-family board member for another major family foundation in Sacramento, CA.  For the past decade, Mark has been involved in local, national and international grant making, and has a passion for coaching families in the generational transfer of wealth and values.

Prior to Excellence in Giving, Mark had a successful business career advising global companies in their expansion into emerging markets. Mark received his BA from Stanford University and an MBA from Yale University.  In 2012, he became a Chartered Advisor in Philanthropy (CAP®).

Mark and his wife Leslee reside in Aliso Viejo, CA. They have two married adult children and two very energetic grandchildren who also live close to them.