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Maximizing Your Charitable Impact

May 21 @ 10:00 am - 10:45 pm

Maximizing Your Charitable Impact 

Tuesday, May 21 at 10:00am PDT 

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Are you wondering how to make a lasting difference in the causes you care about? Join us for a members-only webinar on optimizing your charitable giving and growing the impact of your philanthropy. 

Representatives from Dawson Wealth Management Group, UBS and Fidelity Charitable will share actionable insights and practical tips to help you amplify your charitable giving efforts. Topics will include: 

  • Understanding charitable giving – Empower yourself by gaining valuable knowledge about types of planned gifts and their advantages 
  • Donor-Advised Funds (DAFs) – Learn how DAFs can simplify your charitable contributions while maximizing tax benefits 
  • Strategic philanthropy – Learn how strategic giving can benefit both you and the California Native Plant Society  

This workshop is designed for any CNPS member looking to make a difference with their donations, whether you’re a seasoned philanthropist or just beginning to explore the possibilities of charitable giving.   

Join us and discover how you can make a difference in the world and leave a lasting legacy through strategic and impactful charitable giving. Register now to secure your spot! (link) 

Please note that your contact information will NOT be shared with UBS or Fidelity Charitable. 

Hosted by Dawson Wealth Management Group 

Presenters: 

Jun Bando, Executive Director, California Native Plant Society 

Edward Dawson, Managing Director-Wealth Management, Dawson Wealth Management Group 

UBS Financial Services Inc. 

Patty Bribiesca, Financial Advisor Dawson Wealth Management Group 

UBS Financial Services Inc. 

Kyle Casserino, Vice President-Charitable Planning, Fidelity Charitable 

Details

Date:
May 21
Time:
10:00 am - 10:45 pm
Website:
https://secure2.convio.net/cnps/site/Calendar?id=101123&view=Detail

Organizer

State CNPS events
Email
cnps@cnps.org
View Organizer Website

Venue

Online