Our Lead Sponsor

Union Bank The Private Bank

Next Event

Wednesday,
June 18, 2014

Top Dozen Financial Hot Buttons for Non-Profit Organizations

Our Speaker:
Brian Yacker, CPA/JD, Partner
YH Advisors


Event Information

Our Meeting Sponsor

Wells Fargo The Private Bank

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Welcome

The San Diego Planned Giving Partnership (SDPGP), an affiliate of Partnership for Philanthropic Planning, is here to serve as a planned giving resource to both non-profit and allied professionals.

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).

We are pleased to recognize Union Bank as our Lead Sponsor for 2014 and to thank our 2014 Meeting Sponsors. (For a complete list visit our 2014 Sponsors page.)

 

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