Name: Charitable Giving and Your Financial Strategy +Workshop Add-on
Start: 2025-02-18T11:30:00-08:00
End: 2025-02-18T14:45:00-08:00
Location: 350 Twin Dolphin Dr

Charitable Giving and Your Financial Strategy +Workshop Add-on

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About this Event
Event Photos

Join Us at the February Luncheon!
Speaker + Chapter Service Award
Program: Charitable Giving and Your Financial Strategy
This seminar will share an overview about various avenues of charitable giving and how they tie into your donors' and your organization's financial strategies.
Attendees will learn how different avenues of giving can be part of a long-term financial strategy, including potential tax benefits for donors and information about advanced giving channels. Whether you're new to planned giving or ready to dive deep into advanced channels of giving — this topic is relevant for you. This is your opportunity to understand how donors can create a strategy that controls their financial legacy while supporting your organization.
Workshop (add-on, optional): Planned Giving for Small Shops
Planned giving isn’t just for large organizations with dedicated teams. This workshop will provide practical strategies for incorporating planned giving into fundraising efforts when resources are limited. Whether you're a one-person shop or part of a small team, you’ll learn how to introduce planned giving, divide responsibilities, and engage donors in meaningful conversations about legacy gifts.
Gain actionable tips for integrating planned giving into your fundraising strategy.
Learn how to divide planned giving responsibilities across a small team.
Understand how to start the conversation with donors about legacy gifts.
About the Speaker:
Shane Jacksteit is a firm believer in the transformative power of philanthropy, and he has dedicated his career to fostering lasting positive change. He partners with generous families and nonprofit organizations to create a lasting impact and make the world a better place. Shane is a Financial Advisor at Edward Jones. He also has experience as a fundraiser - he was co-chair of a capital campaign for Sunnyvale Community Services and led a team of fundraisers.
In addition to the program, we will be honoring the 2024 Chapter Service Award Winner, Laura Bajuk. Join us to thank her for her dedication to AFP Silicon Valley Chapter!

REGISTRATION FEES

$40 AFP members

$55 Non-members

*Day-of registration, add $10

Add-on Workshop (Optional)

$20 AFP members

$25 Non-members

DETAILS

Tuesday February 18, 2025 11:30a-2:45p

Location: Sobrato Nonprofit Center Redwood Shores

350 Twin Dolphin Drive

Redwood City, CA 94065