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 such as giving through a donor-advised fund and donating appreciated non-cash assets, as well as hear the latest updates on the market and economy.
Wednesday, April 16
Check-in & Lunch: 12 PM
Presentation: 12:30–1:30 PM
San Luis Obispo Country Club (map)
Guest Speakers
Shawn Jensen, Director of Business Development, DAFgiving360
Steve Schoenfeld, Portfolio Manager – Senior Strategist, The Rice Partnership
To confirm your attendance, please RSVP by Tuesday, April 1.
We look forward to seeing you!
RSVP HERE