Hot Topics in Charitable Planning

6th Annual Hot Topics in Charitable Planning Invitation


This seminar will focus on anticipated major changes in the Internal Revenue Code - whether pending or final - and discuss their impact on individuals, charities and non-charitable entities. The panelists will discuss changes to planning in light of these new rules, including anticipated restrictions on favorite planning techniques, as well as additional planning opportunities.


4:00 p.m. – 4:30 p.m.  Registration, reception, and networking
4:30 p.m. – 6:30 p.m.  Program
6:30 p.m. – 7:00 p.m.  Reception and networking

Please RSVP by Friday, January 24, 2020 via email, or call Catherine Bernal at 510-544-2223 to hold a spot for you.

2 hours of complimentary continuing education credits provided for attorneys and accountants:

MCLE: 2.0 hours
This has been approved for MCLE credit by the State Bar of California in the amount indicated above. Farella Braun + Martel LLP is a certified provider.

CE Credit: 2.0 hours
This program follows the CE guidelines specified in the California Board of Accountancy Regulations.

Complimentary parking available at Oakland Unity High School parking lot at 2955 Peralta Oaks Court, Oakland, CA 94605

Click here for the list of Planned Giving Committee Members

  • Our active and fearless group loves going outdoors and the East Bay Regional Park District creates very user friendly experiences for us. – Gina Lombardi Gravert, Supervisor Martinez Senior Center

  • I just enjoy being out with my family and dog; it's so peaceful and beautiful. You're having fun even if it’s wet and muddy. I’m like a little kid out there. – Gary Savell, Army Veteran Member

  • Our kids benefit tremendously from being outside of their community and venturing into nature, even though it’s just 15 minutes away. – Jennifer Pennybacker, Fifth-grade Teacher