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SUMMARY:Donor Info Session: Give Your Way
DESCRIPTION: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. \nSIGN UP\nTopics will include: \n\nUsing your IRA Required Minimum Distribution (RMD) as a charitable gift\nDonor Advised Funds (DAFs) and how they work\nTax advantages of planned and deferred giving\nHow to include the Santa Cruz Museum of Natural History in your estate plans\n\nLight 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. \nAbout the Speakers: \nLisa Constant / Financial Advisor Edward Jones\, ChFC® CEPA™ CRPC™\nAshley Thompson\, Trust Attorney\, Beautiful Life Estate Planning\nCPA – TBA \nThis program presented with support from
URL:https://santacruzmuseum.org/event/donor-info-session-give-your-way/
LOCATION:Santa Cruz Museum of Natural History\, 1305 East Cliff Drive\, Santa Cruz\, CA\, 95062\, United States
CATEGORIES:Special Event
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