Events

2010 Annual Meeting
Tuesday, November 16, 2010
11:30 a.m. - 1:30 p.m.
Newport Beach Marriott

It's Your Estate Planned Giving Workshop Series - Fall 2010
The mission of the "It's Your Estate" program is to educate donors and consumers in the consumer financial arena and help them take charge of their own money and estate. Financial and estate decisions require knowledge in many areas including accounting, finance, legal, insurance, taxes, investments and charitable tax planning advantages. Speakers will not receive attendees’ contact information and attendees will not be solicited for a donation. Click here for dates and locations.

Nonprofit Agency Site Visits
Agency site visits provide an opportunity to meet an organization’s leaders and program staff, learn about its mission, programs, goals and accomplishments, and in some cases, meet individuals whose lives have been touched by the agency’s efforts. We provide donors the opportunity to tour agencies related to your specific charitable interests.

For more information on nonprofit agency site visits, please contact Todd Hanson, Vice President of Donor Relations & Programs, at 949-553-4202, ext. 44.


Next Generation Philanthropy Group
We invite you to join a select group of business and community leaders who have the desire to become the next generation of philanthropic leaders in our community. To lay the groundwork for philanthropic impact both now and in the future, this program will include working sessions led by local business and philanthropic leaders who will share strategic and analytic tools, local resources, networking and leadership skills. For more information on our Class of 2010 contact Jeff Swanson, Vice President of Development & Gift Planning, at 949-553-4202, ext. 39.