Our Vision

  • 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

Board of Directors

In August of 2012, the Planned Giving Round Table of San Diego formally reorganized as the San Diego Planned Giving Partnership, an affiliated member of the Partnership for Philanthropic Planning.

Contact Us

President
Allison Ohanian
Senior Executive Director of Estate & Gift Planning
University of Hawaii Foundation

Allison Ohanian

Vice President, Program Chair
Clare Grotting
Advancement Officer
La Jolla Institute for Immunology

Clare Grotting

Treasurer
Eli Landau
Director of Finance
Jewish Community Foundation of San Diego

Eli Landau

Membership Chair
Julia Grant
Director of Development
The San Diego Foundation

Julia Grant

Secretary
Kim Wenrick
Senior Director of Development
UC San Diego

Kim Wenrick

Marketing
P. Vien Walker
Associate Attorney
Kavanagh Rhomberg LLP

P. Vien Walker

Member-at-Large
Clay Myers-Bowman
Development Manager
Environmental Health Coalition

Clay Myers-Bowman

Member-at-Large
Natalie Ganz
Chief Strategy & Engagement Officer
San Diego Public Library Foundation

Natalie Ganz

Nominating Chair
Thelma Rusack
Planned Giving Officer
UNICEF USA

Thelma Rusack