The Giving Workshop

Unleash the power of giving in our transformative workshop as we explore the why, how, and what of philanthropy. Define your core values, discover diverse giving approaches, and learn about tax-efficient strategies to make a lasting impact.

Join us!

Building Your Legacy

  • Thursday, January 25, 2024
  • 11:30 - 1:30 pm
  • Chemeketa Center for Business and Industry
  • 626 High St NE, Salem
  • Please RSVP here by Thursday, January 18th or send an email to to secure your seat.
  • Call 503.399.5148 for questions.

This two-session event will begin with an Estate Planning Seminar provided by Maria Schmidlkofer followed by a Philanthropic Workshop led by Brenna Baucum, CFP®, CTS™. Lunch will be provided. We look forward to seeing you there!

Building Your Philanthropic Philosophy

Join us for a transformative workshop that delves into the art of giving and empowers you to develop a personalized philanthropic philosophy. In this interactive session, we will explore the fundamental questions of why, how, and what to give.

Through practical examples and real-world scenarios, you'll gain insights into how to integrate your giving decisions into your financial plan and create a lasting impact on causes close to your heart. The workshop emphasizes flexibility and a framework that adapts to your evolving life circumstances, ensuring your philanthropic journey remains rewarding and fulfilling.

Don't miss this opportunity to craft your unique philanthropic approach, rooted in your passions and values, and leave with a shareable plan that can inspire others to join you on your giving journey. Whether you're new to giving or seeking to refine your existing philanthropy, this workshop is designed to help you make a meaningful difference in the world.

Meet Brenna

Brenna is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Tax Specialist™, who also serves as the President of the Chemeketa Foundation Board of Directors. She is passionate about making a difference in the lives of her client families and her communities. In 2017, she earned the FPA Oregon SW Washington Chapter’s Volunteer of the Year Award and, in 2020, the Salem Chamber‘s Outstanding Young Professional Award. If you’re local to Salem, you’ve likely seen her emceeing a fundraising event for Rotary or packaging bulk food for the Marion Polk Food Share. Community involvement is a huge part of her life.

With nearly a decade of industry experience, Brenna is also passionate about elevating the financial planning profession. In addition to serving her client families, she trains other advisors worldwide on financial psychology as a consultant for Money Quotient. She also co-founded Women’s Worth, which strives to educate, coach, and empower women and their relationships with money.

Read more about Collective Wealth Planning.

Brenna Baucum

Brenna Baucum, Founder of Collective Wealth Planning
Proud to be women-owned and based in Salem, Oregon.

Chemeketa Community College Foundation

4000 Lancaster DR NE

PO Box 14007

Salem, Oregon 97309

503.399.5148  |  503.365.4747