SCCEPC for October
Charitable Planning 360: Strategy, Execution, and Community Improvement
Presented by Mary Quilici Aumack of the Catholic Community Foundation and Brandon Rebboah, Partner at Berliner Cohen,
This presentation will offer a comprehensive exploration of the latest philanthropic trends and vehicles, the transformative power of legacy giving, and how advisors can identify and engage the right clients.
You’ll learn to:
Navigate a full spectrum of charitable vehicles through real-world examples, discover the advantages of partnering with community foundations to simplify and amplify charitable giving, and gain actionable insights for integrating charitable strategies into your practice to drive meaningful, lasting impact for your clients and the community.
MCLE credits: The Santa Cruz County Bar Association has certified that this activity has been approved by the State Bar of California for one hour of MCLE credit.
