We are pleased to host our Charitable Giving Using Donor Advised Funds Webinar on Friday, May 1, 2026 from Noon-1pm, Pacific!

Join our expert guest Christine Lim-Beasley, Vice President and Charitable Planning Consultant at Fidelity Charitable® as she walks us through the current landscape of charitable giving and compare various planned-giving vehicles, with a deep dive into Donor Advised Funds and insight into potential tax advantages. Don't miss this opportunity to hear from a leading industry voice on charitable planning!

Agenda:

• The State of Giving
• Common Planned Giving Vehicles - Which Are Right for You?
• Potential Tax Advantages
• Resources
• Q&A

Join Us: Friday, May 1, 2026, at Noon, Pacific

To RSVP, please contact Arielle at arielle@financialjourney.com or at 408.963.2889

Have a friend or colleague interested in attending? Download and share our flyer with them!