Joint collaboration with AFP Desert Communities Chapter, Rancho Mirage. The Inland Empire Community Foundation will be hosting the presentation.

Agua Caliente, 32-250 Bob Hope Dr, Rancho Mirage, CA 92270

REGISTER HERE

Session Details

10:30 AM - 11:30 AM
Session 1: Charitable Giving Strategies and How to Weave Philanthropy into Estate Planning Conversations

Brie Griset Smith, Chief Development Officer and Claudia Preza-Marin, Charitable Giving Officer at IECF will present on the practices used by professional advisors to broach the subject of philanthropy and charitable gift planning into a comprehensive estate planning discussion. Learn how IECF can work with you and your clients to establish legacies that can impact causes they care about as well as communities that matter most to them. The presentation will provide a case study highlighting the crucial role of the attorney drafting the estate plans of Jane Lykken Hoff. Through her estate plans, Jane made a $4.5 million gift to establish a fund at IECF that will support her beloved Cochella Valley charities in perpetuity.

LUNCHEON PRESENTATION
Session 2: Building A Legacy Takes a Team - Maximize Donor Giving and Deepen Community Impact by Collaborating with the Team at IECF

Brie Griset Smith, CSPG, Chief Development Officer and Claudia Preza-Marin, CSPG, Charitable Giving Officer at IECF will present on the many ways IECF is a trusted partner for philanthropists and nonprofits. We work alongside your supporters to establish legacies that can impact causes they care about as well as communities that matter most to them. Some of the opportunities for collaboration include establishing impactful estate plans, charitable gift annuities, charitable remainder trusts and navigating gifts of other complex assets such as real estate. The presentation will provide a case study highlighting the tremendous $4.5 million gift Jane Lykken Hoff made to IECF to support her beloved local charities in perpetuity.

Members $45 | Non-Members $65

Register by Monday, April 21 at 5:00 PM

For this event, members of SoCalCGP, Desert Estate Planning Council, and AFP ALL qualify for the Member Rate.

REGISTER HERE