Next Event


Join us on LinkedIn
Join us on Linkedin


Subscribe to our mailing list

* indicates required

Past Programs & Sponsors

2017

Wednesday, March 15, 2017: Luncheon Meeting
The Structure and Continued Importance of Charitable Gift Annuities
Presenter:
Jeremy Pearl, J.D., LL.M with Jewish Community Foundation.

Wednesday, January 25, 2017: Luncheon Meeting
2017 Economic Forecast and its potential Impact on non-profits and planned giving professionals
Presenters:
Justin Tipp, Managing Director and Portfolio Manager at First Republic Investment Management and Lisa Snyder, Esq., Managing Director and Senior Financial Planner at First Republic Investment Management in Los Angeles.

2016

Wednesday, November 30, 2016: SDPGP Annual Meeting and Social

Wednesday, September 21, 2016: Donor-Advised Funds: What is the Value Proposition?
Speaker:
Christy Wilson, Executive Director of the Rancho Santa Fe Foundation

Friday, August 5, 2016: San Diego Planned Giving Partnership and AFP Joint Breakfast Meeting
Speaker:
Robert E. Wahlers, MS, CFRE, Vice President of Development for Meridian Health Affiliated Foundations

Wednesday, June 15, 2016: What Tax Issues Are Important to your Planned Giving Prospects
Speakers:
Marc F. Pollack, CPA, Partner with Considine & Considine
and David C. Dolan, CPA, Partner with Considine & Considine

Wednesday, March 16, 2016: Charitable IRA Rollovers
Speakers:
Jo-Ann Christine Little (CFP, CDFA)
DeEtte Loeffler

January 22, 2016: A Comprehensive Planned Giving Seminar
Speakers:
Claudia B. Sangster, Esq., Instructor
Director, Family Education and Governance, Wealth Advisory Services, Northern Trust
Steven J. Chidester, Esq., Instructor
Partner, Withers Bergman, LLP

2015

December 02, 2015: Annual Meeting, Social Event and Special Tours of Rady Children's Hospital-San Diego

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

August 7, 2015: AFP and SDPGP Joint Meeting
Breakfast and workshop meeting
The Richard L. Heinrich Planned Giving Breakfast Meeting and Workshop - In Memory of Richard L. Heinrich, CFRE.

Speaker: Russell N. James III, J.D., PhD., CFP
Breakfast Topic: Words That Work for Major & Planned Gifts
Workshop Topic: Improve Your Fundraising by Learning Key Planned Giving Strategies

June 17, 2015: An Organization's Rights as a Beneficiary -- When to Press, and when to be Patient
Speaker: Linda Spuck, CTFA
Vice President,
Trust Officer, Trust and Estate Services
Union Bank
Sponsor: Jewish Community Foundation of San Diego

March 18, 2015: The Psychology of Estate Planning
Speaker: Michel Zelnick, CPAinJD MFT Business Therapist
Sponsor: Sage Capital Advisors, LLC

January 21, 2015: Tapping Into Your Donor's Retirement Funds: Tips, Tricks, & Traps
Speaker: Harriet H. Carter, Esq.
Sponsor: Union Bank

2014

November 13, 2014 Annual Meeting, Social Event and Tour of KPBS Studios
Behind-the-Scenes Tours at the KPBS Studios
Hosted by the SDPGP and KPBS
Sponsor: Union Bank

September 17, 2014 Elder Abuse – What Planned Giving and Major Gift Officers should know.
Speakers: Paul Downey, President & CEO,
Senior Community Centers &
Steve Hall, MSW, Director of Clinical Services
Sponsor: Sage Capital Advisors, LLC.

August 8, 2014 Richard L. Heinrich Planned Giving Presentation:
Preparing for Your Donor Who Says, "Not Now, Maybe Later."
Panel: Steven J. Chidester, JD, Partner
McKenna Long & Aldridge LLP,
John L. Jenkins, AEP®, EA, CFP®
President and CEO, Asset Preservation Strategies, Inc.,
Bill Littlejohn, CEO and Senior VP
Sharp HealthCare Foundation
Wag More, Bark Less: There Is Money Out There
Speaker: Viken Mikaelian, Virtual Giving, Founder and CEO

June 18, 2014 Top Dozen Financial Hot Buttons for Non-Profit Orgs
Brian Yacker, CPA/JD, YH Advisors
Sponsor: Wells Fargo Bank

March 26, 2014 Tales From The Trenches – Yours, Mine, and Ours
Speaker: Kenneth G. Coveney, Esq., Partner, Dostart, Clapp & Coveney, LLP
Sponsor: The San Diego Foundation

January 15, 2014 How to Monetize Knowledge and Relationships: Creating Client Value Add & Enhanced Retentions
Speaker: Carl L. Sheeler PhD, ASA, CBA, AVA, Managing Partner
BUSINESS VALUATIONS, LTD. ALLISON APPRAISALS & ASSESSMENTS, INC. 

2013

November 13, 2013 Annual Meeting:
What Makes the Give?

Scientific Findings on the Factors that Yield Gifts
Speaker: Jeremy Stelter
Sponsor: Wells Fargo Private Banking

September 25, 2013 Dusting Off the CRT
Speaker: Reynolds T. Cafferata, Partner,
Rodriguez, Horii, Choi & Cafferata LLP
Sponsor: Union Bank

August 2, 2013 Richard L. Heinrich Planned Giving Presentation:
Developing a Multichannel Planned Giving Marketing Plan

Speaker: Timothy D. Logan, ACFRE
Workshop
: Bridging the Divide between Planned and Major Gifts
Panelists: Merle Brodie, MPH, CFRE, Girl Scouts San Diego; Geoff Graham, CFRE, The Scripps Research Institute; Elizabeth Powell, JD, CSPG, University of California, San Diego; Charlene Pryor, CSPG, La Jolla Playhouse; Elise Webster, Rady Children's Hospital Foundation

June 26, 2013 Fiduciary: Amateur vs. Professional
Speaker: Marguerite Lorenz, CTFA, CLPF #319

March 20, 2013 Conversations to Foster Transformational Philanthropy Speaker: Marty Dutch Regional Director, The Heritage Institute

January 23, 2013 Estate Planning for 2013    
Overview of estate planning and opportunities for 2013
Speaker: Roberta J. Robinson

2012

November 13, 2012 Seminar and Workshop
A Comprehensive Planned Giving Seminar
Speakers: Steven J. Chidester, partner, McKenna Long & Aldridge, LLP
Claudia Sangster, President/Executive Director of the Harris myCFO Foundation

August 3 2012 Meeting and Luncheon
The Richard L. Heinrich Planned Giving Workshop and Luncheon
Minding Your EQs: What Really Counts When it Comes to Success in Fundraising
Presenters: Linda Spuck and Chris Yates.

June 27 2012 Meeting and Luncheon
What is a “Prudent Investor?” Practical Issues for Fiduciaries
Presenters: Carlee Harmonson and Cheryl Edwards Tannenberg, Esq.

March 28 2012 Meeting and Luncheon
ESTATE PLANNING FOR 2012:
Presenter: ROBERTA J. ROBINSON

2011

November 16 Meeting and Luncheon
21st Century Networking - A  Powerful Way to Get Referrals
Guest speaker: Rick Itzkowich
Behaviorial Finance
Guest Speaker: Craig Danker, CIMA®

September 16 Meeting and Luncheon
Combined event with AFP San Diego
Presentation: There Is Money Out There!
Workshop: Guaranteed Simple Steps to Raise Planned Gifts
Presenter: Viken Mikaelian

June 15th Meeting and Luncheon
Philanthropy as Investment; The Sharp HealthCare Experience
Presenter: Bill Littlejohn
Sponsor: Union Bank and Select Mailing

May 18 Networking Event

March 16, 2011
Insurance in Planned Gift Success Stories for the Donor and the Charity Presenter: Robin Robertson of Time Financial
Sponsor: Giles & Company, Inc.

January 20, 2011
IRAs - A Primer for Gift Planners
Presenters:  Rebecca Bibleheimer, JD LLM, Vice President,
US Bank Charitable Services Group
Wendy M. Kelley, CEBS, CRSP, CISP
The Private Client Reserve at US Bank
Vice President and IRA Product Manager

2010

November 2, 2010
New Decade Donors
Charles Schultz, JD
President/CEO Crescendo Interactive, Inc.
Sponsor: US Bank

September 15, 2010
Seven Secrets in Response to Planned Giving Marketing
Speaker: Claudine A. Donikian, JD, MBA
Vice President, Integrated Marketing & Research, Pentera , Inc.
Sponsor: Sage Capital Advisors LLC

June 16, 2010
Case Study in Charitable Gift Planning: A Panel Discussion
Panel Participants: Kenneth G. Coveney, Dostart Clapp Gordon & Coveney, LLP; Raymond L. Gallagher, CPA, Lavine, Lofgren, Morris & Engelberg, LLP; Jim Brozo, CFRE, CSPG, Senior Gift Planning Advisor Grossmont Hospital Foundation; Patrick S. Thebus, MSFS, CFP, ChFC, CLU,TPG Financial
Sponsor: Allison Appraisals & Assessments, Inc.

March 17, 2010
Gaze Carefully Into the Crystal Ball, But Don't Drop It On Your Foot!
A look into the latest developments, proposals, and possibilities in estate tax and planned giving
Speaker: Frederick R. Vandeveer, Partner
Luce, Forward, Hamilton & Scripps LLP
Sponsor: Sage Capital Advisors LLC

January 20, 2010
Discovering Opportunities in a Down Economy -
New Ideas to Jump Start Your Planned Giving Program in 2010
Laura A. Stees, CPA, Partner
Cobb, Stees & Company LLP
Certified Public Accountants

2009

November 18, 2009
Protecting and Enforcing Charitable Bequests – Hot Topics
Shirley L. Kovar, Esq.
Sponsors: Select Mailing Service and Streeter Printing

September 16, 2009
The Donor Experience & Five Ways Out of Highly Appreciated Property
Joseph J. Strazzeri and Shelley Lightfoot

June 17, 2009
Keeping Donors & the IRS Happy Non-Cash Gifts: Valuation, Appraisal and Substantiation; A Panel Discussion

March 18th, 2009
Why Promote Charitable Gift Annuities in this Economy?
Kristen Schultz, JD, LLM, Senior Vice President, Crescendo Interactive, Inc.

January 14th, 2009
The Current State of the Economy
Harry Rady and Jordan Greenhouse of Rady Asset Management

2008

November 5, 2008

"Using Qualified Retirement Plan Benefits and IRAs for Charitable Giving"

Louis A. Mezzullo, Partner,
Luce Forward Hamilton & Scripps LLP

Sponsor: Union Bank of California

September 21, 2008
Richard L. Heinrich Planned Giving Workshop - Joint Meeting with the Association of Fundraising Professionals
“Large Shop – Small Shop – No Shop: Planned Giving To Fit Any Size Budget ”
Ciallella, Assistant Vice President for Development, University Relations, University of San Diego
“Chasing the Marketing Rainbow"
Sam Caldwell, Founder and President of The Planned Giving Company and co-founder of Virtual Giving, Inc.
Sponsor: San Diego National Bank.

June 11th, 2008
“When Advisory Board Work Most Effectively: A Panel Discussion”
Martin Hayter, Senior Director of the Office of Planned Giving, University of California, San Diego (UCSD).
John A. Phillips, Senior Director of Planned Giving, University of San Diego

March 12th, 2008
“What’s Hot in Financial Planning and How does if Affect Planned Giving?”
Craig Danker, Financial Advisor, UBS Financial Service
David A. Jacobs, Partner, The Westhem Grant Group

January 16, 2008
"Gifts of Insurance: The Good, The Bad, The Ugly"
Walt Waggener, State Farm Insurance

2007

Nov. 28, 2007
"Successful Estate Administration"
Olivia Olsen Hansen, Esq. Luce Forward
Carlee Harmonson, Vice President,Union Bank of California
Jane Lorenz, CPA & Fiduciary
David E. Williams
Senior Director of Gift Planning - Scripps Health

October 25, 2007
Fall Membership Reception

September 21, 2007
RICHARD L. HEINRICH PLANNED GIVING WORKSHOP
- Joint Meeting with the Association of Fundraising Professionals
"Practical Lessons in Planned Giving for Development and Planned Giving Officers" presented by Johni Hays, JD, CAP, CLU
Senior Planned Giving Consultant for The Stelter Company
“The Fifteen Hideous Reasons You’re’ Not Getting Gifts” presented by Debra Ashton.
Sponsor: Union Bank of California

June 20, 2007
“Global Economics”
Denise Dimon, Ph.D., Director MBA Programs, the Ahlers Center for International Business and Professor of Economics at USD
Sponsored by First American Trust Investment Advisory and Fiduciary Services

April 18, 2007
“CHARITABLE PLANNING IN THE NEW TAX ENVIRONMENT”
Presentation by Professor Christopher R. Hoyt
Sponsored by Scripps Health Foundation