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.

No Meetings June and July

Thursday, August 2, 2012

Topic: Prospect Research for Planned Giving

Prospect research for planned giving prospects remains an underdeveloped skill and practices set for most institutions. In spite of the fact that planned gifts represent middle-to-top of the pyramid gifts, interest in proactive research is often discouraged by competition for limited resources and the pressing need for current gifts. This session will help you to change your organizational perspective on planned giving research.

This session will:

• Discuss the basics of planned giving and the characteristics of planned giving donors
• Describe available tools for identifying planned giving prospects
• Identify areas of planned giving research that overlap annual and major giving research

Speaker: Lawrence Henze, JD
Principal Consultant, Target Analytics, A Blackbaud Company & Founder, Blackbaud Analytics

Lawrence has worked in the nonprofit sector for the past 32 years, with the first 13 years focusing on development and marketing positions in the not-for-profit sector, primarily in higher education. In October 1998, Henze formed Core Data Services, a market research and quantitative analysis firm specializing in the application of predictive modeling services to the nonprofit marketplace. Blackbaud, Inc. purchased Core Data on March 1, 2001, and created a new business unit, Blackbaud Analytics, which was renamed Target Analytics in 2008. Henze frequently speaks at nonprofit conferences in the United States and Canada, works with a variety of Target Analytics’ clients as a principal consultant, and helps develop new services for the company.

Register online

August Sponsor

Thank You to Our May Sponsor

September 6, 2012

2012 Charitable Professionals Series

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.

Program Tracks:
Primer Track: Planned Giving Basics
Professional Track: Advanced and Applied Concepts

Fees:
Member: $50
Non-Member: $125