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The Impact of the SECURE and CARE Acts on Donors and Charities
May 5, 2020 @ 12:00 pm PDT
After initially cancelling the second educational meeting of the year hosted by the Santa Barbara Council of Charitable Gift Planners, the meeting has been changed to a virtual meeting with the topic “The Impact of the SECURE and CARE Acts on Donors and Charities” on Tuesday, May 5, 2020 from noon to 12:45 p.m.
As a service to the community, the Santa Barbara Council of Charitable Gift Planners is offering the presentation free and open to all who register. This meeting is sponsored by Mission Wealth.
Speakers are Shawn Jensen from Schwab Charitable and Marianne Hayes from Schwab Private Client Investment Advisory, Inc. The pair will speak about the SECURE and CARE Acts and their impact on charitable giving.
The presentation will provide a general overview of the SECURE and CARE Acts and how it impacts financial planning. Strategies will be discussed include how individuals can mitigate tax exposure and how charitable giving can be incorporated in their planning.
Co-presenter Marianne Hayes is a Senior Wealth Strategist at Schwab Private Client Investment Advisory. Based in Colorado, Hayes specializes in estate planning, wealth preservation, and lifetime and legacy philanthropy. She holds a MBA in Finance, Masters of Taxation, and a Juris Doctor all from the University of Denver.
Shawn Jensen is a Senior Manager, Relationship Management, at Schwab Charitable, responsible for business in Los Angeles, Orange County, and San Diego. Previously he worked at several nonprofit organizations in Los Angeles County. He earned a B.A degree in International Business from San Diego University.
Online reservations are required. This is a FREE EVENT: https://sbgiftplanners.org/event/may-5-2020-educational-luncheon-meeting/?instance_id=126
Upcoming Educational Luncheon Dates:
• Tuesday, September 15, 2020
• Tuesday, November 10, 2020
Summer Mixer: Tuesday, August 11, 2020 – 5 to 7 PM
The Charitable Gift Planners of Santa Barbara, formerly known as the Planned Giving Round Table of Santa Barbara, is a professional association for non-profit development officers and allied professionals in financial, legal, accounting, and consulting services. The chapter’s purpose is to educate members about charitable gift planning, advance the mission of non-profit organizations, and better serve the philanthropic goals of donors and clients. The local council is affiliated with and a Chapter of the National Association of Charitable Gift Planners.
Educational and networking meetings are held five times a year and are open to members and non-members. For more information visit www.sbgiftplanners.org, email Board President Anne Kratz at (805) 689-9079 or anne.kratz@redcross.org.