Learning to Leave a Legacy

Join fellow supporters from Mentoring Alliance, Vintage House, and Sonoma Community Center for an exclusive evening dedicated to legacy, learning, and community impact. While enjoying bites from the girl & the fig and fine local wines, guests will hear from a panel of trusted experts in estate law, financial planning, and nonprofit giving.

What You’ll Discover:

• Smart Giving Strategies: Unlock the potential of required minimum distributions (RMDs), appreciated stock donations, and Charitable Remainder Trusts to maximize your impact while minimizing taxes.
• Purposeful Estate Planning: Learn how to craft an estate plan that secures your wishes and supports the causes closest to your heart.
• Philanthropic Vision: Develop a clear articulation of your charitable goals to ensure your legacy reflects your values.
• Tactical Tax Benefits: Strategically give to benefit both your loved ones and the organizations you champion, while preserving wealth.

Why Attend?

• Enjoy a Welcoming Evening: Savor fine wines from Landmark Vineyards paired with gourmet bites from the girl & the fig, in a relaxed setting designed for learning and connection.
• Connect with Trusted Voices: Hear directly from seasoned professionals who understand the nuances of legacy planning and are committed to sharing practical, compassionate guidance.
• Clarify Your Path Forward: Whether you're just beginning or refining your estate plan, this event offers a supportive space to explore your options and learn meaningful next steps.
• Demystify the Process: Gain clarity on complex estate planning tools in a welcoming, jargon-free environment designed to inform, not overwhelm.

Event Agenda:

5:00pm - Arrival, mingle and enjoy delicious bites from the girl & the fig and fine local wines

5:30pm - Valerie Pistole Walter will provide a welcome and introduce panelists

5:40pm - Panelist discuss their area of expertise and offer advice and tips

6:40pm - Moderated Q&A with pre-submited questions

7:00pm - Event Ends

Also check out other Nonprofit events in Sonoma, Food & Drink events in Sonoma.