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Lunch & Learn

Focus on Philanthropy

Strategic Involvement and Investment
in the Charities You Support

Date and Time

Thursday, May 16, 2019, 11:15 - 12:30 pm

Who should attend?

Anyone who is charitably-minded and pays taxes!

Panelists:  Connie Clark, Mindi Zanowiak, Ron Greening and Julie Johnson

Panel to Discuss Trends in Philanthropy as well as address:
  • What are good questions to ask before I invest in a nonprofit organization?
  • What are tax strategies for being involved and invested in supporting a nonprofit?
  • What is a Donor Advised Fund (DAF) and how can it support my charitable goals?
  • How do I build a legacy of supporting my community?
  • How can I leverage my giving to go further and last longer?


Sun City Texas, The Retreat,  Longhorn Room
1220 Cattleman Drive, Georgetown, Texas 78633


While there is no cost to attend the event, seats are limited.
RSVP by May 10, 2019, to


Scheduling a Lunch and Learn, Tablet with text Lunch and Learn isolated on a white background
Lunch & Learn flyer - RSVP by May 10

Philanthropic Funds for individuals, couples, families or businesses

Donor Advised

Essentially, a DAF works like your own private foundation, but does not have the restrictions and high overhead costs of a private foundation.


An opportunity to support promising students as they pursue their dreams academically, in the arts and through sports.

Field of Interest

A Fund designed to distribute financial support to either a particular area/field of interest or a particular group of people.