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  • Helping Donors Give Smarter - Creating Legacies Together

    • 05/29/2025
    • 11:30 AM - 1:15 PM
    • Impact Foundry, 2030 W El Camino Ave, Suite 210, Sacramento, CA 95833
    • 18 registrants
    Register

    During this presentation, Private Wealth Advisor Monika Reyes will discuss current and future gift strategies to share with your donors. She will also review recent tax law changes that have created a higher sense of urgency for individuals to plan for their short and long-term goals, which may lead to increased planned giving activity.


    As a Certified Financial Planner, Monika works with individuals, families and small business owners providing personalized advice in the areas of investment management, retirement savings and distribution planning, and legacy development. She specializes in applying tax strategies across all three financial planning focus areas. Monika is also an Ed Slott Master Elite Advisor, part of a professional group that is considered one of the nation's leading sources on IRAs.



     Meet Our Presenter




    Monika L. Reyes, CFP®, CFS®, APMATM, ChFC®
    Private Wealth Advisor,     WGG Wealth Partners


    Named to the 2025 Forbes Best-in-State Women Wealth Advisors list, Monika Reyes is proud to work with clients who entrust her with their financial goals and stories. Her work is rooted in thoughtful guidance and a personal approach, shaped not only by experience but also by a genuine interest in the lives of the people she serves.


    When she’s not working with clients, Monika is most at home outdoors—whether hiking with her husband and their chocolate lab or paddleboarding on a quiet stretch of water. She also enjoys travel and is always adding new destinations to her Bucket List, often inspired by the postcards and photos clients share from their own journeys. And when it’s time to unwind, she turns to her knitting needles, content to spend hours immersed in a good pattern.



    Member Registration – $35.00

    Non-Member Registration – $50.00

    Lunch is included



    Show details

Older/Archived Programs: Members: Log in to access past program materials for events marked with *

2024 Programs

09/26/2024: Lessons from History: Reviewing Past Planned Gifts to Influence Future Successes with Brian Casey and Carrick Davis, U.C. Davis
07/25/2024: P.I.V.O.T. to Turn Planned Gift Inquiries into Planned Gifts with Karen Piel & Delinda Rood
05/23/2024: Data-Informed Gift Planning: Using Research to Help Donors and Improve Your Program with Joe Bull
04/25/2024: Who Can You Trust to be Your Trustee? Trust Department & Private Fiduciary Panel with Tammi Griswold, Alysia Corell and Walcott & Hartin
04/04/2024: Weaving Planned Giving Into Your Donor Conversations with Melanie J. Norton, Senior Philanthropic Advisor, US Bank
02/15/2024: Gift Acceptance Policies: A Call to Action! with Michael Davis, Senior Philanthropic Advisor, U.S. Bank

2023 Programs

12/21/2023: Annual Meeting and Holiday Mixer
10/19/2023: Negotiating for Success 2.0 with Michael T. Colatrella, Jr., McGeorge School of Law
09/21/2023: Philanthropy Always Sounds Like Someone Else: A Portrait of High Net Worth Donors of Color with Hali Lee, Radiant Strategies
08/17/2023: Empowering Non-Profits: Creative Strategies for Prospect Research and Planned Giving with Brian Casey, Carrick Davis, and Becky Cuneo, UC Davis
06/15/2023: Creating Donor Momentum with Sequential Marketing for Planned Gifts and Major Gifts of Assets with Andy Ragone, CGPP and Kimberly Jetton, Pleiades Nonprofit Advisors
05/18/2023: 10 Warning Signs of Alzheimer's with Alexandra Castillo-Weisgerber, LCSW, Alzheimer’s Association, Northern California & Northern Nevada Chapter
03/16/2023: Demystifying Estate Planning – Exploring the Myths and Realities of Proper Planning with Rebecca A. Gardner, HMS Law Group LLP
02/16/2023: Knives out! What You Need to Know About Trust and Estate Disputes with Jeff Galvin and Jake Smite, Downey Brand LLP

2022 Programs

11/17/2022: Annual Member Meeting with Michael T. Colatrella, Jr., McGeorge School of Law
10/20/2022: Making a Mark: How Donors Can Use Their Replacement Plans to Create a Charitable Legacy with Monika Reyes
09/15/2022: Planned Giving 101 Workshop with Craig Wruck
08/18/2022: Friends for Life: Stewarding Planned Gifts with Lisa M. Chmiola, M.S., CFRE ()*
04/21/2022: The Top Three Ways to Use Life Insurance in Charitable Planning with Paul M. Caspersen, CFP, MS, AEP ()*
03/17/2022: Doing DAFs Right & Why You Should be Leveraging DAFs to Achieve Long-Term Fundraising Success with David Russo and Lisa Barr ()*
02/17/2022: Family Foundations: The Next Generation with Vivian Long, Executive Director, Long Family Foundation ()*

2021 Programs

11/18/2021: CFRE, CSPG, CAP Fundraising Certifications: What's the Difference and What's Right for Me? A panel discussion
10/21/2021: Inside the Mind of the Planned Giving Donor: What Neuroimaging and Experimental Research Reveal About Donor Motivations
09/16/2021: Incorporating Planned Giving in your Year-end Giving Program
08/19/2021: The Future for Social Justice and Philanthropy
06/17/2021: Strengthening Your Virtual Ask
05/20/2021: Utilizing Transitions and Building Donor Understanding
04/15/2021: Qualification Essentials and the Use of Probing Questions
03/18/2021: Understanding Trends and Building Confidence

Note: Current Members can log-in to access past program materials.

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Elk Grove, CA 95624