Charitable Gift Planning Panel

When:  May 10, 2018 from 11:45 AM to 01:30 PM (PT)
Learn how you can assist your donors with their charitable gift planning options and opportunities. We have a panel of local individuals specializing in the various areas of planned giving: estate planning, financial planning and charitable giving. Our panel will discuss bequests, donating appreciated securities, IRA rollover gifts and beneficiary designations, tax reform update and more. Please bring your general and technical questions. J Johnson, Esq., J Johnson Law Office: J has had his law office on the Central Coast for over 35 years focusing on the practice areas of estate planning / trusts / wills, trust administration and probate. Ryan Caldwell, CFP®, CEO Wacker Wealth Partners: Ryan has been a Wealth Advisor at Wacker Wealth Partners since 2007 and took on the CEO role in 2018. Allie Burnett, MPP, Senior Director of Gift Planning Cal Poly: Allie joined Cal Poly in 2006 and has been in the planned giving role for five years. Moderated by Adam Jarman, MPP, Associate Vice President & Senior Director of Principal Gifts Cal Poly: Adam joined Cal Poly in 2004 and has served in numerous fundraising and leadership roles at the University.

Location

French Hospital Medical Center- Copeland Health Education Pavilion Third Floor
1911 Johnson Ave.
San Luis Obispo, CA 93401

Contact

Jill Jones

afpsloco@gmail.com