Board & Donor Speaker Series: Charitable Giving & Your Financial Strategy

Join us for our next Board & Donor Speaker Series, featuring a conversation on year-end, tax-savvy charitable giving with Stephen Spaulding, local financial advisor and partner at Edward Jones. As we move through the giving season, learn strategies to make the most of your philanthropic impact while maximizing tax benefits. The presentation will cover giving methods such as donor advised funds, charitable remainder and lead trusts, charitable gift annuities, and more. Plus, learn from the Park City Community Foundation team about local nonprofits facing federal funding cuts and increased community need, and how you can help bridge the gap.

Light breakfast and coffee will be served. Space is limited—please RSVP to reserve your spot.

RSVP Here >>

ABOUT THE PRESENTER

Stephen Spaulding works for Edward Jones in Park City as a Financial Advisor, Partner, and CFP®, ChFC® and RICP® professional. Steve partners with clients and their tax and legal professionals to build personalized strategies to help grow, protect and transfer wealth. Steve and his wife, Andrea, (who met freshman year at Trinity College in Connecticut) have two amazing young adult children – a son with autism and a musician daughter. They moved to Park City in 2012 from the New York City area, where Steve lived for many years after having grown up in California. Since coming to Park City, Steve has been actively serving in the community with Sunrise Rotary (as current president), the Park City Community Foundation (on the LPC GPC planning committee since 2012), the Summit County Clubhouse (a founding board member), the Alzheimer’s Association and various county advisory committees. In addition, Steve volunteers personal time at work as a mentor, coach and trainer. In his free time, you can find Steve hanging out with family and friends or playing on the pickleball court, the curling sheet, and the mountain slopes.