Planned Giving Case Study—The Lessons Learned from a $12 million Estate Gift

When:  Feb 12, 2020 from 11:30 AM to 1:30 PM (PT)
The Ventura College Foundation received notification of this generous gift from the late Ms. Miriam Emily Schwab two years ago.  What followed is a thrilling story of twist and turns to ensure that Ms. Schwab’s vision and legacy would be realized and that philanthropist would be encouraged to follow in her footsteps. Anne Paul King will share lessons learned in estate planning, public relations management, hiring legal counsel, audit preparation, keeping your non-profit status, preparing IRS Form 990, investment management, and other items found in Pandora’s planned giving box.


Ventura College – Wright Event Center
4667 Telegraph Road
Ventura, CA 93003
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Kayli Paniccia
805.500.6610 ext. 106