Events

The Art of Giving
Charitable Planning for Silicon Valley

Date:
Tuesday, September 27, 2016

Time:
7:30 to 9:00 a.m.

Breakfast and networking from 7:30 to 8:00 a.m.
Panel discussion 8:00 to 9:00 a.m.

Location:  
Silicon Valley Capital Club
50 West San Fernando Street
San Jose, CA 95113

Attendance limited.

Join us for a lively panel discussion with three experts in the field of charitable planning. Our panel will share key insights into making your charitable giving more meaningful and effective, and provide practical tips for ensuring that your philanthropy maximizes available tax benefits. From tools and techniques to the heart of inspired giving,
learn how to:

  • Make philanthropy an impactful and fulfilling activity for your whole family
  • Simplify the administration of your giving through a donor-advised fund
  • Incorporate your charitable goals into your estate plan
  • Donate complex assets such as private company stock, real estate and venture capital limited partnership interests

Our speakers include:
Kia Sullivan
Experienced charitable planner and founder of The Family Giving Project, a private charitable planning firm. Read Kia’s bio: www.thefamilygivingproject.com/meet-the-team/#sullivan

Amy Grossman
Vice President at Fidelity Charitable and an expert in donating complex assets. Read Amy’s bio: www.fidelitycharitable.org/giving-account/what-you-can-donate.shtml

Ray Sheffield
Noted estate planning attorney and frequent speaker at professional conferences and charitable organizations. Read Ray’s bio: www.sheffieldestateplanning.com/attorney-profile