HILLSBOROUGH SCHOOLS FOUNDATION
Empowering Educational Excellence for the Hillsborough Public Schools
october 4, 2023 - CHARITABLE GIVING INFORMATIONAL ZOOM
Grab your lunch and join us for this free informational "brown bag" presentation
Hillsborough Schools Foundation (HSF) invites you to an informational Zoom presentation where you will learn important techniques and strategies to align charitable giving with your family’s financial goals. Our focus will be on Donor Advised Funds - DAFs. Hear from fellow parent and town resident, Xi Qiao, as she discusses why everyone should be giving via DAF. We will have several other partners and experts on the Zoom meeting to answer questions.
Grab your lunch and join us for this free, purely informative “brown bag” presentation.
Wednesday, October 4th at 12pm - 1pm
RSVP HERE (Zoom link will be provided upon RSVP)
Presenters:
Xi Qiao, Managing Director, Portfolio Manager, UBS International Wealth Management
David A. Rosenthal, Executive Director, Wealth Planning Strategist, UBS Financial Services
Michael Ma CFP®, ChFC®, MSFS, Principal, Parallel Advisors
Juli Bartlett, Director, Charitable Consulting for Schwab Charitable
Please RSVP by Monday, October 2nd. We look forward to seeing you there!
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