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Annual Planned Giving Meeting
Presented in collaboration with Association of Fundraising Professionals (AFP)

Wednesday, September 22, 2021 Maximizing Cash Gifts Through Planned Giving
Webinar & Discussion: 12:00 PM - 1:30 PM

DeEtte L. Loeffler, Esq., J.D., LL.M., Partner, Miller Monson Peshel Polecek & Hoshaw
Renee Kurdzos, Executive Director, Planned Giving at Fred Hutchinson Cancer Research Center

Allison Ohanian, MPA, CSPG, Senior Executive Director of Estate and Gift Planning, University of Hawaii Foundation

Location: Webinars offered via Zoom

Link will be provided upon registration

Presentation Topic:
Since March 2020, nonprofit organizations around San Diego and the country have transformed their fundraising activities to survive a pandemic, social & political unrest and continue to honor and act on their missions. Organizations reimagined their special events, created digital fundraising campaigns and creatively weathered the storm but was Planned Giving considered as another source of cash gifts?

Join AFP San Diego and the San Diego Planned Giving Partnership as we rethink Planned Gifts and discuss strategic ways donors can make gifts of cash through Charitable Lead Trusts, Donor Advised Funds and IRA Distributions.

In this session, we will explore:


$15 for SDPGP Members
$25 for non-members

A zoom link is included in your registration confirmation email.

For more information about the event please contact us.

We hope you can join us!

The San Diego Planned Giving Partnership