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
RSVPs are now closed.
We look forward to seeing you!
RSVPS ARE NOW CLOSED. IF YOU HAVE ALREADY RSVP’D, PLEASE SUBMIT YOUR MEAL CHOICE BELOW.
SUBMIT YOUR MEAL CHOICE BY THURSDAY AT 5 PM
non-responses will be assigned a tasty Caesar Salad