Our Lead Sponsor

Union Bank The Private Bank

Next Event

September 17, 2014

Elder Abuse What Planned Giving and Major Gift Officers should know.
Learn how to recognize the signs of elder abuse, report elder abuse and what remedies are available.

Paul Downey, President and CEO
Steve Hall, MSW, Director of Clinical Services

Event Information


Sage Capital Advisors

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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