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New Information

 

A new Document Library has been added to the Council Resources page.
Your online source for Virtual Seminar and Monthly Meeting presentation handouts.

As of January 1,2007 our permanent meeting location is the Santa Ana Country Club.

The Santa Ana Country Club is located at: 20382 Newport Blvd. ~ Santa Ana, CA 92707. Their phone number is (714) 556-3000.
For further information and directions, visit their website at www.santaanacc.org. We look forward to welcoming you to our new home in 2007!

ADVISORS IN ACTION

A new, educational and membership-building initiative offered by the Planned Giving Roundtable of Orange County that links socially-responsible advisors with charitable organizations that look to further their education in the area of planned giving. This initiative encourages professional advisors to identify, qualify and underwrite the annual PGRT-OC membership fee for one or more Orange County based charitable organizations.

Though not mandatory, in addition to underwriting the cost of the annual membership fee ($100), participating advisors are also encouraged to host the selected charity’s representative at the monthly breakfast meetings throughout the year ($20 per meeting).

To qualify, participating advisors must be current members of the Planned Giving Round Table of Orange County.

Benefits to the sponsoring professional advisor are:

  • Acknowledgement on the PGRT-OC website as an “Advisor in Action.”
  • Acknowledgement at a monthly breakfast meeting.
  • Satisfaction in helping an Orange County based charitable organization further their planned giving program.
  • Satisfaction in helping build the membership of the PGRT-OC.

Benefits to the sponsored organization are:

  • Acknowledgement on the PGRT-OC website as a new member.
  • Acknowledgement at a monthly breakfast meeting.
  • The annual membership cost being underwritten by a sponsoring advisor.
  • Ongoing educational and networking opportunities designed to help build the organization’s planned giving program.

Click here for an Advisor in Action Registration form.


If you have any comments or suggestions, please e-mail the PGRT Association Office at: info@pgrtoc.org

Click here to go to the online meeting registration form & payment page!
(Mail-in reservations with checks are still acceptable too.)