July 27th – Lunch and Learn – Charitable Giving Options to Remember
Orange County Advisors in Philanthropy (OCAiP) invites members to our July 27th Lunch and Learn discussion “Charitable Giving Options to Remember”.
Don’t forget these charitable giving options when supporting your clients’ philanthropy:
- IRA Charitable Rollover (now permanent)
- Charitable Gift Annuities (retain lifetime income)
- Donor Advised Funds (flexible and impactful giving)
Join us and learn how to use these options to support impactful giving by your clients. This lunch discussion is sponsored the Halbert Hargrove and will be facilitated by Craig Cross, Managing Director and Co-founder of Halbert Hargrove in Long Beach. He has been advising HH clients for more than three decades. Craig earned a Bachelor’s Degree in Political Science from Stanford University in 1973. He is a Chartered Mutual Fund Counselor and has earned the ACCREDITED INVESTMENT FIDUCIARY™ designation from the University of Pittsburgh-affiliated Center for Fiduciary Studies.
Orange County Advisors in Philanthropy
Lunch and Learn
Wednesday, July 27, 2016
12:00 p.m. – 1:30 p.m.
Center Club, 650 Town Center Drive, Costa Mesa, CA 92626
Cost to OCAiP Members is $25. RSVP Early (space is limited to 14)
We appreciate your membership in OCAiP and encourage you to bring one guest who you feel would benefit from this topic and connecting with our work. We look forward to seeing you there.
Sincerely,
Orange County Advisors in Philanthropy
