Inform • Integrate • Impact

CONFERENCE ON CHARITABLE GIVING

Please save the date! Join Stanford University’s Office of Planned Giving and Silicon Valley Community Foundation to connect with allied professionals in law, finance, wealth management, accounting, investment services and philanthropy to learn how you can integrate creative charitable planning into your practice.

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MAximize Your Impact

Charitable gift planning should be as much a part of a professional advisor’s toolkit as a thorough understanding of current tax law or the direction of the market.

Stay current on the latest regulatory updates impacting the field and learn best practices and innovative strategies to help your clients leverage their assets to make impactful charitable gifts.

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Conference Details

SAVE THE DATE:
COCG will feature distinguished speakers presenting topics of interest to legal and financial advisors as well as philanthropic professionals in the field of charitable gift and estate planning.