Jeff is no mild-mannered Rotarian. As a member of the Gilroy Club, Jeff is also in his third year as “New Generations” Chair for District 5170. He is also a Lt. Governor-elect. And now, Jeff has transferred his energy and excitement for Rotary into advanced planning for charitable giving, including endowments and bequests.
In addition to covering the value of estate planning — including tips for choosing a financial advisor — Jeff also discussed a variety of giving methods, including wealth replacement trusts donor advised funds, charitable remainder trusts, lead trusts, and other financial products.