Tax & Estate Planning for Strategic Philanthropy
March 31 @ 5:00 pm - 6:00 pm
This meeting is open to all Investor Partners, Encore Fellows, and Community Partners. Please join SVP’s Business Partner Brighton Jones for a seminar on tax & estate planning for strategic philanthropy. We invite you to learn about aligning your philanthropic goals with the legacy you want to leave your family and community. This information will be helpful whether you are retired or planning for your family’s future.
-Lead Advisor Karen Harris, CFP, CRPC
-Director of Philanthropy Molly Norton
-Director of Estate Planning Mary Louden, JD, LLM