Charitable Giving Strategies
You can make a world of difference for your community! SLOMA patrons are invited to a Lunch & Learn event presented by our friends at The Rice Partnership.
You and a guest are cordially invited to an interactive discussion on tax-efficient charitable giving. We’ll discuss tax-smart options as a result of new tax laws and hear the latest updates on the market and economy.
Tuesday, May 19
Check-in & Lunch: 12 PM
Presentation: 12:30 – 1:30 PM
San Luis Obispo Country Club, 255 Country Club Drive (map)
Guest Speakers
Carly Greenfield, CAP, Senior Manager, Charitable Consulting at DAFgiving360™
Steve Schoenfeld, Portfolio Manager – Senior Strategist at The Rice Partnership
We look forward to seeing you!
Please submit your RSVP and meal choice by May 1, 2026