Join Camille Matson from Sonoma Land Trust and Wealth Advisor Jake Weber, CFP® from Willow Creek Wealth Management, for an informative session covering strategic charitable giving strategies that maximize both impact and tax benefits.
This engaging conversation explores essential giving tools including donor advised funds, charitable remainder trusts, and gifts of appreciated stock, while sharing updates on exciting conservation efforts along Sonoma County's coast. Whether you're new to philanthropic planning or looking to refine your existing approach, this accessible discussion offers valuable insights that could transform how you support causes you care about while potentially reducing your tax burden.