Charitable Planning Panel
Date: Wednesday, November 18, 2026
Time: 11:30 AM - 1:30pm
Location: North Ranch Country Club
Speaker: Marta Ferro, Kent Seton, Natasha O'Yang
How can families and their advisors improve charitable impact while navigating today's increasingly complex wealth and tax planning landscape?
Join Marta Ferro of Starfish Impact, Kent Seton of the Edward Charles Foundation, and Natasha O'Yang of Fidelity Charitable for a timely discussion exploring modern philanthropic strategies, Donor-Advised Funds, charitable structures, family giving, and ways to cultivate lasting legacy through purposeful philanthropy.
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