June and July
|
No Monthly Breakfast Meetings in June or July
|
July 16
Download Virtual Seminar
Registration Form |
Virtual Seminar
"Donor-Center Gift Planning Marketing"
Speaker: Brian M. Sagrestano, JD, Founding Manager and
Director of Gift Planning Development, LLC,
Warrington, PA
9:30 – 10:00 am / Registration, Networking, Coffee
10:00 – 11:30 am / Program
First American Trust |
August 7
Register Online Now |
Monthly Breakfast Meeting
Orange County 2025: Things You Don't Know...Things You
Need to Know
Speaker: Lucy Dunn
7:00 – 7:30 am / Registration and Networking
7:30 – 9:00 am / Program and Breakfast
Santa Ana Country Club
|
September 4
Register Online Now |
Monthly Breakfast Meeting
“Identifying Donor Passions”
Speaker: Lloyd Reeb
7:00 – 7:30 am / Registration and Networking
7:30 – 9:00 am / Program and Breakfast
Santa Ana Country Club |
September 10
Register Online Now |
PRIMER
Sponsor: Northern Trust
8:00 am – 4:30 pm / Includes: Breakfast, Workbook, Lunch and Educational Programs
Northern Trust |
September 17
Download Virtual Seminar
Registration Form |
Virtual Seminar
“Beyond Basic Bequest Administration (aka Bequests Gone Bad)"
Speakers: Beth McNally, Estate Administrator, The Nature Conservancy, Arlington, VA and
Beth Ridout, Deputy Estate Administrator, The Nature Conservancy, Arlington, VA
9:30 – 10:00 am / Registration, Networking, Coffee
10:00 – 11:30 am / Program
First American Trust |
October 2
Register Online Now |
Monthly Breakfast Meeting
“TBA”
Speaker: TBA
7:00 – 7:30 am / Registration and Networking
7:30 – 9:00 am / Program and Breakfast
Santa Ana Country Club
|
November 6
Register Online Now |
Monthly Breakfast Meeting
“Charitable Year in Review”
Speaker: Carol Schaner, Gordon & Rees, LLP, Irvine, CA
7:00 – 7:30 am / Registration and Networking
7:30 – 9:00 am / Program and Breakfast
Santa Ana Country Club |
November 19
Download Virtual Seminar
Registration Form |
Virtual Seminar
“Tale of the Tape: Measuring the Performance of Gift Planning Officers"
Speakers: Joseph O. Bull, Director of Principal Gifts-Central US, The Nature Conservancy, Columbus, OH and Elizabeth Ayers, JD, Director of Planned Giving, The Ohio State University Medical Center, Columbus, OH
9:30 – 10:00 am / Registration, Networking, Coffee
10:00 – 11:30 am / Program
First American Trust |
December 4
Register Online Now |
Monthly Breakfast Meeting
“Orange County Philanthropist ”
Speaker: TBA
7:00 – 7:30 am / Registration and Networking
7:30 – 9:00 am / Program and Breakfast
Santa Ana Country Club |
