Our Lead Sponsor

Union Bank The Private Bank

Next Event

Wednesday,
September 16, 2015

Life Insurance, the Good and the Bad, and How it Can Be Best Positioned for Your Donor Clients

Speaker: Colleen K. Callahan CLU, CHFC
Callahan Capital Management and Insurance Services

11:30 a.m. – 1:30 p.m.
University of San Diego
Degheri Alumni Center,
Room DAC 120/Boardroom

Sponsor
To Be Announced


Monday,
November 9, 2015

AFP San Diego National Philanthropy Day® Awards Luncheon


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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 once again 2015. (For a complete list visit our 2015 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