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, Sept. 2, 2010

Topic: "The Charitable Recipient and Tangible Assets: Donations Involving Art, Antiques and Collectibles"

Acceptance policies and Best Practices for Donee Institutions accepting Art, Antiques, and Collectible Donations. Discussion will include “related use” and other unique requirements for donations of tangible assets.

Speaker: Joy Berus, Esq ~ Barth Berus & Calderon LLP

Joy Berus, Esq. is a partner in the firm BARTH BERUS & CALDERON, LLP. Her practice is devoted to art law, which is business law, personal property law, and related collection management and estate planning matters with a special focus on the application of these areas in art, antiques and collectibles.

Ms. Berus assists collectors, investors, dealers, museums and artists in acquisitions, sales, consignments, valuations, loans, copyright matters, license agreements, charitable contributions, trusts, charitable trusts and the collection management and estate planning of clients’ art, antiques, historical property, and other such collectibles.

Her clients include collectors, historical property owners, artists, appraisers, gallery owners, museums and non-profit organizations.

Register online

Wednesday, Sept. 8, 2010

Professional Series/ Primer

THE PARTNERSHIP FOR PHILANTHROPIC PLANNING ORANGE COUNTY is offering professionals in our area the opportunity to attend an educational and motivational one-day Primer/Practicum on Planned Giving.

This year’s program has sessions specifically designed for those with little experience in the field of planned giving to those seasoned veterans looking to increase their knowledge and expertise.

Do Estate and Planned Giving Solutions Seem Just as Puzzling as Solving the Game?

Attend this Professional series with a team member, trustee, or board member, Wednesday, September 8th, and meet the people that can give you solutions to this puzzling industry. Sessions are built to suit both the beginner and the seasoned professional.

Register Online