Exploring Planned Giving

Join us for the January 2025 Redwood Empire Estate Planning Council Dinner Meeting on Wednesday, January 8th , from 6:00 PM to 9:00 PM at Charlie’s Restaurant . We are thrilled to welcome Charmaine Stainbrook , attorney and Director of Planned Giving for the Providence Santa Rosa Memorial Foundation, as our featured speaker.

About the Presentation:

Charmaine will dive into the world of Planned Giving —a vital process where individuals incorporate charitable contributions into their financial or estate plans. This comprehensive discussion will cover key aspects of planned giving, including:

Understanding the different types of planned gifts, such as cash, property, stocks, bequests, charitable trusts, and life insurance policies.

The complexities of planned gifts, which often require collaboration with tax advisors and legal counsel.

The long‑term nature of planned giving, often taking 7⁠–⁠10 years to come to fruition.

How planned giving benefits nonprofits by helping them secure sustainable funding for the future.

Why It Matters to You:

Planned giving is highly relevant to the estate planning community, as many of our clients include charitable giving as part of their legacy. This presentation will equip you with insights and strategies to better assist your clients in achieving their philanthropic goals while navigating the legal and tax complexities involved.

This dinner meeting is an excellent opportunity to expand your knowledge of planned giving, network with fellow professionals, and enjoy a wonderful evening with REEPC members.

RSVP Now to secure your spot and join us for this insightful presentation!

We would like to extend our heartfelt thanks to Paula S. Hall, a valued REEPC member, for sponsoring the wine for our January 2025 Dinner Meeting. Paula is an experienced attorney specializing in estate planning, trust and estate administration, probate, and family law. Her dedication to tailoring estate plans to meet her clients’ unique needs and navigating complex legal landscapes makes her a trusted advisor in our community.

Thank you, Paula, for your generous support and for helping make our event even more enjoyable!

We are honored to have Edward Jones as the sponsor for our Dinner Meeting. With over a century of experience, Edward Jones is dedicated to helping individuals, families, and businesses achieve their financial goals through personalized investment strategies and client‑focused service. Their commitment to building long‑term relationships and tailoring solutions to each client’s unique needs aligns perfectly with the values of REEPC.

Thank you, Edward Jones, for your generous support of our event and the estate planning community!