Planning to Maximize Your Impact

Generations@RAND

A child's hands holding a small globe

Photo by merrvas/Fotolia

Date:

November 29, 2016

Time:

6:00 p.m.

Location:

RAND Corporation
1776 Main Street
Santa Monica, CA

Complimentary parking at RAND

Program

Generations@RAND is a twice-a-year seminar series for you to learn about how strategic charitable giving can minimize your taxable basis and maximize your impact on society for generations to come. Estate planning experts* will share strategies on estate and financial planning for the transfer of wealth from one generation to the next and answer your questions.

As you consider your year-end financial planning and charitable activities, we hope you’ll join us for this informational program hosted by RAND's Legacy Society. Its members have included RAND in their long-term plans as a beneficiary of their estate and trusts, an investment to help make a better world tomorrow through objective research and analysis.


* RAND does not offer or endorse specific tax advice. Please consult your attorney or tax planning professional to discuss how current laws apply to your personal circumstances.

Reynolds T. Cafferata

Reynolds T. Cafferata

Partner, Rodriguez, Horii, Choi & Cafferata

Tom E. Smith

Tom E. Smith

Second Vice President, The Northern Trust Company

Register for this Program

Register online by November 22. For questions, call Lynne Slattery at (310) 393-0411, x6901 or email lynne_slattery@rand.org.