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    Class: May 25, 2010, 7:30 am, El Segundo, CA 90245

    Ed Long will be providing a two-hour “Smarter Giving” program in El Segundo, California, for the California Society of CPAs. The meeting is open to CPAs, accountants and allied financial professionals; $25 charge (includes breakfast). CEUs available. The meeting begins at 7:30 am, and the program at 8. Contact Peter McNeil [310-753-1974] for location and [...]

    Class: June 21, 2010, 7:00 pm, Rolling Hills Estates, CA 90274

    Ed Long will be providing a 30-minute “Do Good Better” program for the Southwest Manuscripters. The meeting is open to the public; admission is free. The meeting begins at 6:00 pm, and the program at 7. Book signing following the program. Location: Peninsula Center Library Community Room, 701 Silver Spur Road, Rolling Hills Estates, CA [...]

    Daily Breeze highlights Smarter Giving program

    In Sunday’s edition, the Daily Breeze newspaper highlighted the Smarter Giving program. I think it’s a darn good summary of what we’re trying to accomplish.

    Take a look.

    Our 2009 public classes are done, looking forward to 2010!

    I completed our 2009 calendar of public classes yesterday — with a great program for 48 energetic and interested attendees at the gorgeous Terranea Resort in Rancho Palos Verdes.

    We regularly present classes for public and private groups. We list only the public classes on this site.

    Sponsored by a group of charities serving the Palos Verdes [...]

    Class: Do Good Better

    We’ve created unique new 25- to 60-minute class, great for service clubs and other community groups that have regular speakers. Here’s our brief description:

    It’s never been more important to give to charity.

    As government services continue to decline, people depend more and more on charities for education, hospital, social and other needed services.
    Charities depend on individuals, [...]

    Class: November 9, 10 am, Rancho Palos Verdes, CA 90275

    We’ll be providing a 90-minute Smarter Giving program at the fabulous Terranea Resort for a group of charities serving the Palos Verdes Peninsula. We’ll focus on strategies for year-end giving and tax-smart use of retirement plans. The class is open to the public; there is no charge to attend. Call (310) 378-2278 or email [...]

    Class: November 5, 2009, 6:45 pm, Rolling Hills Estates, CA 90274

    We’ll be providing a 45-minute 13 Things to Know Before You Give to a Charity program for the American Association of University Women (Palos Verdes Peninsula Branch). The meeting is open to the public; admission is free. Refreshments and conversation at 6:45 pm, program at 7. Location: Peninsula Center Library Community Room, 701 Silver Spur [...]

    Class: August 6, 2009, 12:10 pm, Rolling Hills Estates, CA 90274

    We’ll be providing a 30-minute 13 Things to Know Before You Give to a Charity program for the Kiwanis Club of Rolling Hills Estates as part of its August 6 luncheon meeting. The meeting is open to the public and potential new members. Call Ken Duke at 310-541-2638 for more information.

    Class: August 5, 2009, 7:30 am, Rancho Palos Verdes, CA 90275

    We’ll be providing a 30-minute 13 Things to Know Before You Donate to a Charity program for the Palos Verdes Peninsula Chamber of Commerce as part of its August 5 breakfast meeting. The meeting is open to the public; there is a charge to attend. Call 310-377-8111 or email office@palosverdeschamber.com for more information and reservations.

    Classes – Great Comments Received

    As part of our public and private classes, we ask attendees to take a few minutes and provide written feedback. The feedback helps us see if we’re getting our message across, and helps us create even better classes.

    Recent responses to the question “what did you hear today that you’ll use . . .”

    Resources for checking [...]