Plan Today. Give Tomorrow. Impact Generations. – Part One: Charitable Giving

Join Alliance on Aging for the first session of a free, informative two-part series designed to make charitable giving and estate planning easier to understand and easier to act on.
Presented by Alliance on Aging in partnership with Joseph A. Arellano Jimenez, Financial Advisor with Edward Jones, this friendly, no-pressure workshop will explore charitable giving strategies that can help you support the causes you care about while achieving your personal and financial goals.
Learn about:
• How and when to give
• Tax basics of charitable giving
• Giving tools that fit different financial situations
• Cash gifts, appreciated securities and donor-advised funds
• Charitable gifts that can provide income for life
Following the presentation, attendees will have an opportunity to ask questions and learn more about Alliance on Aging’s new Legacy Giving Program.
Event Schedule
12:30 p.m. – Arrival and light lunch (half sandwich, salad and beverage)
1:00 p.m. – Presentation
1:40 p.m. – Open Q&A
Date: Tuesday, July 14, 2026
Time: 12:30 p.m. – 2:00 p.m.
Location: The HUB, 236 Monterey Street, Salinas, CA
Good to Know
• Free to attend
• Seating available for 50 in-person guests
• Unlimited attendance available via Zoom
• In-person attendees will receive a raffle ticket for a chance to win a $100 gift certificate to Patria (must be present to win)
• Be among the first to hear about Alliance on Aging’s new Legacy Giving Program
RSVP Required
To reserve your seat, contact:
Nicki Pasculli, Development Director
831-655-7564
npasculli@allianceonaging.org
Learn more at: AllianceOnAging.org/
Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. Please consult your attorney or qualified tax advisor. Member SIPC.