Hot Topics in Charitable Planning

7th 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.

4:30 p.m. – 6:00 p.m.  Program

Please RSVP to Catherine Bernal via email at by Wednesday, January 13, 2021.

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

MCLE: 1.5 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: 1.5 hours
This program follows the CE guidelines specified in the California Board of Accountancy Regulations.

A link to the seminar will be emailed to all those RSVP’ed the week of the event.

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