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SPEPC Monthly ZOOM Meeting

June 16, 2020 @ 5:00 pm - 6:30 pm

Charitable Planning & Philanthropy Strategies for 2020

This Tuesday, June 16 from 5:00 PM to 6:30 PM we will have our Monthly Meeting via Zoom conferencing.

This Month’s Speaker: Colby Bircher | Vice President, Charitable Planning Consultant |FIDELITY Charitable

Amid the coronavirus pandemic, U.S. Philanthropy has soared. The CARES Act opens the door to new giving strategies for individuals and corporations. As advisors, you play a key role in helping clients maximize available funds, allowing them to quickly and effectively respond to mounting needs.

This session will discuss unique, tax-efficient charitable giving strategies for 2020, including:

  • Smart tactics to leverage the ability to deduct a higher percentage of AGI for cash gifts to qualified charities
  • Sophisticated carry-forward planning opportunities
  • Stacking assets and charitable vehicles for tax-optimized giving

Sponsored by: Leilani Fratis, CEO, Placer SPCA

Attendance of this meeting will provide 1 hour of free MCLE as To qualify for CPE on our Zoom event you will be required to stay on the call at least 50 minutes. Also, we will provide a CPE code at the end of the event. As a substitute for a signature log, you will email the code to me at my email below after the event to receive your MCLE certificate

Register now!


June 16, 2020
5:00 pm - 6:30 pm

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