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Jim Bell, CFP®, President and Founder of Bell Investment Advisors, has been invited to speak to members of the Oakland Chamber of Commerce by its Community Impact Committee on the topic, Consequences of the New Tax Law on Charities and Estates: What Nonprofits and Their Supporters Need to Know. The Chamber has graciously agreed to open the talk to anyone who is interested in learning how the new Tax Cuts and Jobs Act (TCJA) will affect philanthropy.
While the new law impacts individuals and the economy in a multitude of ways, in his talk, Mr. Bell will hone in on the law’s effects on charities and estates. Some of the questions he will address are:
The talk should be of particular interest to all nonprofit professionals seeking to learn more about how the new tax law will impact individual donors, their supporters, and nonprofits in general. Development professionals, executive directors, and board members are also encouraged to attend.
Tuesday, May 22, 3 – 4:30 pm
Oakland Chamber of Commerce, Board Room
475 14th Street, Suite 100, Oakland, CA 94612
There is no admission fee.
If you wish to attend, please RSVP with your name and organization to Alana Ross email@example.com, 510-874-4803
The sponsoring Community Impact Committee (CIC) is a unique, structured program bringing together businesses and nonprofit organizations in furtherance of productive partnerships committed to philanthropy and social mission. The CIC is designed to serve one of the largest and most varied collections of nonprofits in the Bay Area. Nonprofits comprise about ten percent of the Chamber membership.
The role of CIC is to provide an engaging, supportive, and dynamic environment for its members to discuss pressing issues, generate solutions, promote opportunities to share services and resources, and describe best practices. Some past topics covered have included forming nonprofit and corporate partnerships, leadership and governance, utilizing and supporting board members and volunteers, and financial management.
Ramsay Leimenstoll, Bell’s paraplanner on the Financial Planning team, was recently consulted, along with other financial experts from around the country, on the topic of personal and family emergency funds. The result is an edifying blog post, “How Much Should I Put into My Emergency Fund?” on the website of Earnest, a loan provider/refinancer. Ms. …Read More