Join us for an informal and informative evening with financial experts who will be on hand to answer your questions and walk you through the giving vehicles that can help you support the causes you love while maximizing your financial and tax benefits. Whether you are curious about making a gift through your IRA, establishing a Donor Advised Fund, or simply exploring how planned giving can work for you, this is a relaxed and welcoming opportunity to get your questions answered in a setting you know and love.
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Topics will include:
- Using your IRA Required Minimum Distribution (RMD) as a charitable gift
- Donor Advised Funds (DAFs) and how they work
- Tax advantages of planned and deferred giving
- How to include the Santa Cruz Museum of Natural History in your estate plans
Light refreshments will be provided. This event is free and open to Museum members and friends of the Museum. Space is limited. Please register using this link or call (831) 420-6115.
About the Speakers:
Lisa Constant / Financial Advisor Edward Jones, ChFC® CEPA™ CRPC™
Ashley Thompson, Trust Attorney, Beautiful Life Estate Planning
CPA – TBA
This program presented with support from
