Coffee + Conversation – March 2024! Date: Thursday, Mar 07, 2024 Time: 8:30 am - 9:15 am View Details »
Quarterly Meeting: What’s New in Estate Planning for 2024 Date: Wednesday, Feb 07, 2024 Time: 12:00 pm - 1:30 pm View Details »
Coffee + Conversation – February 2024! Date: Thursday, Feb 01, 2024 Time: 8:30 am - 9:15 am View Details »
Coffee + Conversation – January 2024! Date: Thursday, Jan 04, 2024 Time: 8:30 am - 9:15 am View Details »
Coffee + Conversation – December 2023 Date: Thursday, Dec 07, 2023 Time: 8:30 am - 9:15 am View Details »
Virtual Winter Quarterly Meeting: Building a More Inclusive Planned Giving Program Date: Tuesday, Nov 14, 2023 Time: 12:00 pm - 1:30 pm View Details »
Coffee + Conversation – November 2023 Date: Thursday, Nov 02, 2023 Time: 8:30 am - 9:15 am View Details »
2023 Richard L. Heinrich Planned Giving Meeting Date: Wednesday, Oct 11, 2023 Time: 11:30 am - 1:30 pm View Details »
Coffee + Conversation – October 2023 Date: Thursday, Oct 05, 2023 Time: 8:30 am - 9:15 am View Details »
San Diego Planned Giving Partnership Fall Mixer Date: Thursday, Sep 28, 2023 Time: 5:00 pm - 6:30 pm View Details »
Coffee + Conversation – September 2023 Date: Thursday, Sep 07, 2023 Time: 8:30 am - 9:15 am View Details »
Coffee + Conversation – August 2023 Date: Thursday, Aug 03, 2023 Time: 8:30 am - 9:15 am View Details »
Coffee + Conversation – July 2023 Date: Thursday, Jul 06, 2023 Time: 8:30 am - 9:15 am View Details »
Summer Quarterly Meeting: What’s New in Estate Planning in 2023 Date: Wednesday, Jun 14, 2023 Time: 12:00 pm - 1:30 pm View Details »
Coffee + Conversation – June 2023 Date: Thursday, Jun 01, 2023 Time: 8:30 am - 9:15 am View Details »
Coffee + Conversation – May 2023 Date: Thursday, May 04, 2023 Time: 8:30 am - 9:15 am View Details »
Coffee + Conversation – April 2023 Date: Thursday, Apr 06, 2023 Time: 8:30 am - 9:15 am View Details »
Spring Quarterly Meeting: Five Key Financial Planning Trends Date: Wednesday, Mar 29, 2023 Time: 12:00 pm - 1:30 pm View Details »
Coffee + Conversation – March 2023 Date: Thursday, Mar 02, 2023 Time: 8:30 am - 9:15 am View Details »
Coffee + Conversation – February 2023 Date: Thursday, Feb 02, 2023 Time: 8:30 am - 9:15 am View Details »
SDPGP Networking Happy Hour Date: Monday, Jan 30, 2023 Time: 4:00 pm - 6:00 pm View Details »
The Essential Gift Annuity: 7 Things You Need to Know Date: Thursday, Jan 26, 2023 Time: 12:00 pm - 1:30 pm View Details »
A Better Data-Driven Approach to Identifying Top Prospects Date: Wednesday, Dec 21, 2022 Time: 12:00 pm - 1:30 pm View Details »
Coffee + Conversation – December 2022 Date: Thursday, Dec 01, 2022 Time: 8:30 am - 9:15 am View Details »
Winter Quarterly Meeting: The Power of Bequests & How to Get Started Date: Wednesday, Nov 30, 2022 Time: 12:00 pm - 1:30 pm View Details »
Success with Life Insurance Gifts Date: Thursday, Nov 17, 2022 Time: 12:00 pm - 1:30 pm View Details »
Coffee + Conversation – November 2022 Date: Thursday, Nov 03, 2022 Time: 8:30 am - 9:15 am View Details »
Planned Giving Marketing: What Works! Date: Thursday, Oct 27, 2022 Time: 12:00 pm - 1:30 pm View Details »
Coffee + Conversation – October 2022 Date: Thursday, Oct 06, 2022 Time: 8:30 am - 9:15 am View Details »
Recording: The Top Ten Lessons Learned from the Front Lines Date: Friday, Sep 30, 2022 Time: 12:00 pm - 1:30 pm View Details »
How to Jump Start Your PG Program: A Case Study Date: Thursday, Sep 22, 2022 Time: 12:00 pm - 1:30 pm View Details »
Quarterly Meeting with AFP San Diego Date: Wednesday, Sep 07, 2022 Time: 12:00 pm - 1:30 pm View Details »
Coffee + Conversation – September 2022 Date: Thursday, Sep 01, 2022 Time: 8:30 am - 9:15 am View Details »
Marketing Testamentary Transfers Date: Thursday, Aug 18, 2022 Time: 12:00 pm - 1:30 pm View Details »
Coffee + Conversation – August 2022 Date: Thursday, Aug 04, 2022 Time: 8:30 am - 9:15 am View Details »
The Top Ten Lessons Learned from the Front Lines Date: Thursday, Jul 28, 2022 Time: 12:00 pm - 1:30 pm View Details »
Coffee + Conversation – July 2022 Date: Thursday, Jul 07, 2022 Time: 8:30 am - 9:15 am View Details »
Behavioral Economics and the Psychology Behind Major Gifts of Assets Date: Thursday, Jun 23, 2022 Time: 12:00 pm - 1:30 pm View Details »
Coffee + Conversation – June 2022 Date: Thursday, Jun 02, 2022 Time: 8:30 am - 9:15 am View Details »
Trends in Gift and Estate Planning (Recording available until 9/1/22) Date: Wednesday, May 11, 2022 Time: 12:00 pm - 1:30 pm View Details »
Coffee + Conversation – May 2022 Date: Thursday, May 05, 2022 Time: 8:30 am - 9:00 am View Details »
PG Calc Webinar: Check Lists to Help Make the Gift Happen (Recording available until 6/28/22) Date: Friday, Apr 29, 2022 Time: 12:00 pm - 1:30 pm View Details »
Strategically Giving a Business Interest to Charity Date: Thursday, Apr 28, 2022 Time: 12:00 pm - 1:30 pm View Details »
The Retained Life Estate: A Most Underutilized Gift Date: Friday, Apr 22, 2022 View Details »
Coffee + Conversation – April 2022 Date: Thursday, Apr 07, 2022 Time: 8:30 am - 9:00 am View Details »
Are You Ready for a Life Income Program? Date: Thursday, Mar 24, 2022 Time: 12:00 pm - 1:30 pm View Details »
Coffee + Conversation – March 2022 Date: Thursday, Mar 03, 2022 Time: 8:30 am - 9:00 am View Details »
Gifts of IRA Assets and Other Qualified Plans Date: Thursday, Feb 24, 2022 Time: 12:00 pm - 1:30 pm View Details »
SDPGP Quarterly Meeting: What’s New in Estate Planning in 2022 Date: Wednesday, Feb 16, 2022 Time: 12:00 pm - 1:30 pm View Details »
Coffee + Conversation – February 2022 Date: Thursday, Feb 03, 2022 Time: 8:30 am - 9:00 am View Details »
Myths and Realities of Bequest Fundraising Date: Thursday, Jan 20, 2022 Time: 2:30 pm - 4:00 pm View Details »
Coffee + Conversation – January 2022 Date: Thursday, Jan 06, 2022 Time: 8:30 am - 9:00 am View Details »
Effectively Promoting Your Planned Giving Program Date: Thursday, Dec 16, 2021 View Details »
Coffee + Conversation – December 2021 Date: Thursday, Dec 02, 2021 View Details »
Important Year-end Charitable Giving Strategies Date: Thursday, Nov 18, 2021 View Details »
Coffee + Conversation – November 2021 Date: Thursday, Nov 04, 2021 View Details »
When you Can’t Take Your Donor to Lunch Date: Thursday, Oct 21, 2021 View Details »
Coffee + Conversation – October 2021 Date: Thursday, Oct 07, 2021 View Details »
Taxation Basics for Fundraisers Date: Thursday, Sep 23, 2021 View Details »
2021 Annual Planned Giving Meeting Maximizing Cash Gifts Through Planned Giving Date: Wednesday, Sep 22, 2021 View Details »
Coffee + Conversation – September 2021 Date: Thursday, Sep 02, 2021 View Details »
What Color is your CRT?? Date: Thursday, Aug 26, 2021 View Details »
Coffee + Conversation – August 2021 Date: Thursday, Aug 05, 2021 Time: 8:30 am - 9:15 am View Details »
What Should My Donors Do with Their Retirement Assets? Date: Thursday, Jul 22, 2021 View Details »
Coffee + Conversation – July 2021 Date: Thursday, Jul 08, 2021 View Details »
A Case Study in Focused Donor Advised Fund Fundraising Date: Thursday, Jun 24, 2021 View Details »
Coffee + Conversation – June 2021 Date: Thursday, Jun 03, 2021 View Details »
State Regulations of CGAs: From Simple to Downright Complex Date: Thursday, May 20, 2021 View Details »
Coffee + Conversation – May 2021 Date: Thursday, May 06, 2021 View Details »
San Diego Planned Giving Partnership Quarterly (Virtual) Meeting Date: Wednesday, Apr 14, 2021 View Details »
Strategic Conversation Lead to Major and Planned Gifts Date: Thursday, Apr 01, 2021 View Details »
Charitable Lead Trusts: No Time Like the Present Date: Thursday, Mar 11, 2021 View Details »
Blended Gifts and Collegial Collaboration Date: Thursday, Feb 18, 2021 View Details »
Bequest Marketing Everyone Should Do Date: Thursday, Jan 28, 2021 View Details »
The Social Work of Fundraising – Meaningful & Frank Conversations That Lead to Great Gifts Date: Thursday, Jan 07, 2021 View Details »