The PGRTOC is a non-profit organization serving the needs of charitable institutions and their representatives in the Orange County Community.
The purpose of the PGRTOC is to encourage the education and training of planned giving specialists, local fundraisers, and allied professionals. Members participage in seminars, conferences, presentations, research and publishing and similar activities in the study of gift planning.
PGRTOC meetings facilitate communications and networking processes between members and other experts in the financial planning and development fields. The group provides members with information on federal regulations and changing tax laws affecting charitable gifts
Not a Member?
Breakfast meetings are held the first Thursday of each month except June and July.Other educational events include the Western Regional Conference in May.
Planned Giving Round Table of Orange County is proud to offer web links to many of the individuals and businesses that have sponsored or advertised with us in the past. Please visit the web sites of these sponsors for PG Resource Information.
Thank You to Our Sponsors:
May Program Sponsor
Welcome to the Partnership for Philanthropic Planning Orange County LinkedIn group. Some of the benefits from joining this group include:
You can also check in regularly for announcements on upcoming workshops and programs focusing on planned giving and charitable impact.
(2-12-15) IRA Charitable Rollover Update, February 12, 2015
Just over a month into the new Congress, the House of Representatives today approved H.R. 644, the America Gives More Act, in a partisan vote. Read More