Learning to Leave a Legacy

Schedule

Tue Oct 14 2025 at 05:00 pm to 07:00 pm

UTC-07:00

Location

Suite D | Sonoma, CA

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Join fellow supporters for an exclusive evening dedicated to legacy, learning, and community impact.
About this Event

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

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Where is it happening?

Suite D, 21800 Schellville Road, Sonoma, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

The Sonoma Valley Mentoring Alliance

Host or Publisher The Sonoma Valley Mentoring Alliance

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