Join us for a collaborative workshop on

Estate Planning Basics & How to Incorporate Charitable Giving in your Estate Plan

Thursday, October 24th at 12:00pm PST

@ Sebastopol Center for the Arts

282 S High Street
Sebastopol, CA 95472

Join us for an informative collaborative workshop with the Sebastopol Center for the Arts where we will delve into the essential components of estate planning and explore strategies to incorporate charitable giving into your estate plan. This workshop aims to provide attendees with a comprehensive understanding of the key elements involved in creating a solid estate plan that aligns with their philanthropic goals. Whether you are just beginning to consider estate planning or looking to enhance your existing plan, this workshop will offer valuable insights and guidance on how charitable giving can play a meaningful role in shaping your legacy.

By attending this workshop, you will gain a clear understanding of how to integrate charitable giving into your estate plan while also grasping the fundamental principles of estate planning. During the workshop, participants will have the opportunity to learn about the different ways they can support their favorite charitable causes through their estate plan, whether through bequests, charitable trusts, or other planned giving vehicles. Ruby and SCFA will walk you through the steps involved in structuring your estate plan to ensure that your philanthropic intentions are effectively carried out. We will discuss the tax benefits associated with charitable giving and how charitable contributions can leave a lasting impact on the causes you care about most.

Topic we’ll cover:

• Essential components of estate planning and how to create a solid estate plan aligned with your philanthropic goals
• Strategies to incorporate charitable giving into your estate plan to leave a lasting impact on causes important to you
• Different ways to support charitable causes through your estate plan, including bequests, charitable trusts, and planned giving vehicles
• Structuring your estate plan to ensure that your philanthropic intentions are effectively carried out
• Tax benefits associated with charitable giving and the impact of charitable contributions on the causes you care about
• Clear understanding of how charitable giving can be integrated into your estate plan for a meaningful legacy
• Maximizing the impact of support for charitable organizations through informed decision-making within your estate planning
• Steps to leverage charitable giving as a key element in shaping your legacy and reflecting your values and passions

These topics will provide attendees with practical knowledge and guidance on incorporating charitable giving into their estate planning strategies for a fulfilling and impactful estate plan.

Space is limited, so please reserve your seat by registering below. We look forward to seeing you there!