When: Tuesday, March 3, 2026, from 3:30-5:00pm
Where: Creekside Business Park, Conference Room, 11641 Blocker Drive, Auburn; virtual/Zoom link will also be available
Join Placer Land Trust and friends for appetizers, drinks, and a free seminar: “Smart Giving Tools: How to Use Your Estate Plan for Good.”
About the Webinar:
Want to make a lasting impact while protecting your loved ones and your legacy? Join us for an exclusive, free seminar hosted by Branches at the Carnegie, Gold Country Wildlife Rescue, Placer Artists Tour, and Placer Land Trust, and presented by estate planning attorney Ali Goff, and Placer Community Foundation’s Jessica Hubbard.
Ali and Jessica will share smart giving tools and strategies to help you integrate charitable giving into your estate plan — ensuring your values live on for generations while maximizing potential tax benefits.
What You’ll Learn:
During this engaging session, we’ll cover:
- Estate Planning Basics
Wills, trusts, and powers of attorney — and how they work together.
- Recent & Upcoming Estate Law Changes
What’s changing in California and how it could affect your plan.
- Giving During Life vs. After
Pros and cons of different strategies for charitable impact.
- Smart Giving Tools
Explore powerful tools like:
- Donor-Advised Funds (DAFs)
- Qualified Charitable Distributions (QCDs)
- Beneficiary Designations
- And more!
- Live Q&A
Get your questions answered by an experienced estate planning attorney.
Who Should Attend:
This seminar is perfect for you if you:
- Want to make a meaningful difference through charitable giving
- Are curious how to use your estate plan to support causes you care about
- Are looking for tax-efficient ways to leave a legacy
- Haven’t reviewed your estate plan recently
Location: Creekside Business Park, Conference Room, 11641 Blocker Drive, Auburn (map)
- Attending in-person is preferred, but there will also be an option to attend virtually via zoom when you register. A zoom link will be sent out the day before the workshop.
Registration is free, but space is limited. Reserve your spot today!
