Tools and Resources
Professional advisors can receive the latest information, including updates on IRS rulings and pending legislations, as subscribers to the Planned Giving Design Center (www.pgdc.com), an Internet-based information source. To receive a free subscription, go directly to the PGDC.com website.
Redwood Empire Estate Planning Council
Brown Bag Seminars
Each Year the Community Foundation and the Professionals Advisory Group (PAG) sponsor the Professionals Seminar Series Brown Bag Luncheons featuring outstanding speakers on matters of interest to financial advisors, planned giving professionals and allied professionals. All sessions will be held at Paradise Ridge Winery, 4545 Thomas Lake Harris Drive in Santa Rosa from 11:30 to 1:15 p.m.
The seminars are informal, with time for participants to meet and for questions and answers. Presentations begin promptly at noon. Reservations are not required and there is no fee. Beverages and cookies are provided. Participants should bring their own lunches.
If you would like to be added to the Directory, please contact Celia Bolam, Planned Giving Officer at 707.579-4073, ext 23.
Planned Giving Expertise
The Community Foundation’s development staff can assist you and your client in clearly defining charitable wishes in a will or estate plan. In addition, we provide financial projections for various charitable vehicles (CRTs, life estates) to help you and your client decide on the right option for their situation. The Community Foundation pays for this analysis – at no cost to you or your client – to encourage people to leave gifts to charity in their estate plans.
For additional information on any of the above, contact Celia Bolam at 707.579.4073 |
