Welcome

The PPPOC is a non-profit organization serving the needs of charitable institutions and their representatives in the Orange County Community.

The purpose of the PPPOC 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.

PPPOC 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.

Thursday, February 2, 2012

Topic: Strategies for Gifting in Volatile Markets

The past few years have been marked by the most difficult markets of a lifetime. Many donors remain paralyzed by uncertainty and are reluctant to give. In this discussion, Chris will provide an analytical framework for answering practical questions such as:

• How much can a donor afford to give and still feel safe, even in poor markets?
• For donors interested in building a legacy for family and for charity, why should they consider a CLAT today, rather than waiting until the evnironment improves?

Speaker: Christopher J. Clarkson, CFA, Director - Wealth Management Group, Bernstein Global Wealth Management

Mr. Clarkson has expertise in a variety of complex investment planning issues, including charitable giving, retirement planning, multigenerational wealth transfer, planning for the sale of a business, diversification planning for holders of concentrated stock and option portfolios, and advanced asset allocation. Christopher, who joined the group in 1995, has been a member of the Wealth Management Group since 1998, serving as Analyst and Senior Analyst before being appointed director in 2005.

Mr. Clarkson is a frequent lecturer to groups of tax and legal professionals.

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