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Thank you to everyone who joined us for Giving Strategies for 2025 & Beyond | Part I with Thomas Fisher at Montecito Bank & Trust. The event was so well received that we’re happy to share that a virtual session will be held on Thursday, November 13 at 9 AM. We encourage you to share this invitation with your networks!
Join fellow professional advisors, nonprofit partners, and philanthropists for a forward-looking conversation on the philanthropic landscape, including key giving trends, tax-efficient strategies, and how to navigate a shifting economic and regulatory environment.
Please contact Calleen Pardinas at cpardinas@vccf.?org with any questions.
Thank you and looking forward to seeing you there!
Disclaimer: The information provided is for informational purposes only and should not be construed as tax advice. The content is not intended to be a substitute for professional tax, legal, or accounting advice.
About Thomas Fisher With deep roots in the banking industry and a passion for exceptional service, Tom is a highly distinguished portfolio manager with a focused and knowledgeable approach to providing his clients with objective investment advice and unparalleled results. Tom has over 35 years of investment management experience, which includes overseeing assets for individuals, families, private foundations and other charitable organizations. • Master of Science Degree in Financial Services, San Diego State University • Bachelor of Science Degree in Financial Services, San Diego State University • Chartered Financial Analyst, CFA® • Certified Financial Planner, CFP® • Past-President of the Rotary Club of Montecito and current Treasurer of the Rotary Club Foundation • Board Member of Heart’s Aligned in Santa Barbara • Former Board Member of CARE4Paws and the Teddy Bear Cancer Foundation • Volunteered with the Financial Planning Association (FPA) to provide pro-bono financial planning to wounded military veterans and their families. |
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