Classes & Events

Smart and Tax-Efficient Charitable Giving Seminar


Charitable Giving Seminar

   Date: Wednesday, April 24

   Time: 4:00 - 5:00 pm

   Location: Jason's Restaurant

   Cost: Free

   RSVP: Required. Seating is limited, RSVP to Julie Hill
   by April 17 by phone: 1-415-925-7415, or via email


Learn strategies to leave a legacy with a charitable gift that offers potential tax savings and financial planning benefits for you and your family. Charitable gifts to be covered include bequests (wills and living trusts), beneficiary designations, appreciated stock, Individual Retirement Accounts (IRAs), real estate, Charitable Gift Annuities (CGAs), and Charitable Remainder Trusts (CRTs).

Speakers:

  • Jayne Hartley, Director, Private Wealth Advisor, Union Bank, The Private Bank
  • Tyler Brasfield, Vice President, Private Wealth Advisor, Union Bank, The Private Bank