Smart Giving Tools: How to Use Your Estate Plan for Good
📅 March 3 (in-person and virtual options available)
⏰ 3:30–5:00 PM (PST)
🍷 Appetizers & drinks provided
This special event is hosted jointly by Gold Country Wildlife Rescue, Placer Land Trust,Branches at the Carnegie, and Placer Artists Tour, and will be presented by estate planning attorney Ali Goff and Jessica Hubbard of Placer Community Foundation.
About the Seminar
This engaging and approachable session will explore how you can make a lasting impact through your estate plan, supporting charitable causes you love while also caring for your family and legacy.
Ali and Jessica will walk through practical tools and strategies for integrating charitable giving into your planning, with an eye toward flexibility, impact, and potential tax benefits.
What You’ll Learn
During the seminar, we’ll cover:
- Estate Planning Basics
How wills, trusts, and powers of attorney work together. - Recent & Upcoming Estate Law Changes
What’s changing in California and why it matters. - Giving During Life vs. After Death
Understanding the benefits of different approaches. - Smart Giving Tools, including:
Donor-Advised Funds (DAFs)
• Qualified Charitable Distributions (QCDs)
• Charitable Gift Annuities
• Beneficiary Designations
• And more - Live Q&A
Ask questions directly of an experienced estate planning attorney.
Who Should Attend
This seminar is a great fit if you:
- Care deeply about making a meaningful difference
- Want to support causes like wildlife rescue and rehabilitation long into the future
- Are curious about tax-efficient ways to give
- Haven’t reviewed your estate plan recently (or ever!)
Where to Attend
📍 Creekside Business Park – Conference Room
11641 Blocker Drive, Auburn, CA 95603
While we’d love to see you in person, we know that’s not always an option, so a virtual Zoom option will also be available when you register. The Zoom link will be sent the day before the workshop.
Registration is free, but space is limited.
We hope to see you there!
