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Lunch & Learn 2019

Focus on Philanthropy

Strategic Involvement and Investment
in the Charities You Support


Who attended?

Community members who are charitably-minded and pay taxes!

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

The Panel Discussed Trends in Philanthropy as well as addressed the following questions:
  • 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?

Where Was the Event Held?

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



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