As giving season begins, join the San Diego County Bicycle Coalition and Allen Trim, CFP, CPA, Partner and Portfolio Manager at Blue Summit Wealth Management, for a practical look at tax-smart ways to give.

We will cover donating stock, donor advised funds, endowments, and planned giving through wills and trusts, and how you can use these options right on our website to support safer streets for everyone.

Cannot make it live? The recording will be posted on our website and shared in our November and December newsletters.

Join on Zoom: https://us02web.zoom.us/j/86338482762?pwd=SpGIzzCNlZVZPQDLaayanisk0laWwP.1