Welcome
The San Diego Planned Giving Partnership (SDPGP), (formally the Planned Giving Round Table of San Diego), an affiliate of Partnership for Philanthropic Planning, is here to serve as a planned giving resource to both non-profit and allied professionals.
Our Mission is to increase the quality and quantity of charitable giving by serving as the voice and professional resource for the San Diego gift planning community.
The SDPGP has been organized to create channels of communication between gift planning practitioners and allied professionals (Financial Advisors, Attorneys, Accountants, Real Estate and Insurance Professionals, and Trust Officers).
The SDPGP’s vision is to:
- Create awareness of issues related to charitable giving and to act as a clearinghouse for this information.
- To provide a forum for members to network and to discuss current charitable gifting issues.
- To promote educational advancement and professional expertise among members
- To network as a group force to promote the societal benefits that charitable giving provides to the San Diego community