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
Clay Myers-Bowman

Clay Myers-Bowman

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

Director
Vien Walker
Director of Planned Giving
California State University San Marcos

Vien Walker

Secretary
Kim Wenrick
Senior Director of Development
University of California San Diego

Kim Wenrick

Director
Allison Ohanian
Senior Executive Director of Estate and Gift Planning
University of Hawai'i Foundation

Allison Ohanian

Director
Zack Colombo
Director of Estate and Gift Planning
San Diego Humane Society

Zack Colombo

Director
Marla Libraty
Director of Development
University of California San Diego

Marla Libraty

Chapter Administrator
Katie Gomez

Katie Gomez