Following our Holiday Luncheon
Join the special CREF Seminar with Jim Jackson

Our own Jim Jackson will present “Ten Mistakes I Made in Giving to Charity” following our Wednesday meeting, from 1:45 to 3pm in the Social Room at Quinlan. This seminar is one of three hosted by CREF annually.

 

Jim Jackson is a former mayor of Cupertino and the founder of Cupertino National Bank and has been an attorney in Cupertino for over 50 years specializing in estate planning.

 

On his retirement in 2003, Jim began assisting individuals and charitable organizations in their charitable giving.  Jim has made presentations to a variety of national conferences on charitable giving and authored articles on planned giving in the National Journal of Planned Giving. Save the date—invite family and friends!