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Our Mission Statement

"Promoting and increasing philanthropy through planned giving, by education, networking, public awareness and ethical practices."

Member Benefits of the Partnership for Philanthropic Planning Orange County

  1. Invitations to ten exciting and informative meetings, held at The Hotel Hanford in Costa Mesa. Programs are held monthly from August through May.
  2. Invitations to other educational events such as: our Annual PPPOC Primer (especially important for members new to the field); the Western Regional Planned Giving Conference; and the National Planned Giving Conference (reduced price for members).
  3. Listing in the PPPOC annual membership directory.
  4. The opportunity to benefit from the knowledge and expertise of the membership through one-on-one Participation in the Mentor Program.
  5. A state-of-the-art Web-site with updated information and resources.
  6. Invitations to Virtual Seminars, located at convenient locations, presenting topics of interest to the gift planning community.
  7. Scholarship opportunities for PPPOC members to attend the Western Regional Planned Giving Conference and the PPPOC Primer, both held annually. (Membership to PPPOC is also available as a scholarship on a one-time basis per person.)
  8. Access to excellence in the field through highly qualified speakers presented at the monthly meetings, and the material they present.
  9. Networking opportunities with Orange County’s finest gift planners, financial advisors, and consultants.
  10. Sponsorship of the “Honored Charity” program, which is designed to educate members of PPOC about the variety of services and programs provided by our local charities for the benefit of Orange County residents.
  11. Up-to-date information on legislation affecting the gift planning field.
  12. Notification of conferences, seminars and speakers of interest to the gift planning field.
  13. Access to the PPPOC Job Bank. (Listing on PPPOC Web-site and available at monthly breakfast meetings.)
  14. Meeting and event sponsorship opportunities. (Opportunity for members to learn about the services you can provide.)

    15. Additional Benefits for PPP / PPPOC Members

  15. Listing in the Partnership for Philanthropic Planning Orange County (PPP) annual membership directory.
  16. Annual subscription to The Journal of Gift Planning, award-winning educational tool.
  17. Access to the PPPOC state-of-the-art Web-site, for educational and resource materials.
  18. Participation in the PPPOC National Conference on Planned Giving, featuring top national speakers and topics of importance to professionals in the non-profit field.

Monthly meetings are held at The Hotel Hanford

This month's Honored Charity: TBA

*The PPPOC Board of Directors would like to thank Victoria Gray and Northern Trust for sponsoring the 15th Annual Primer. The board would also like to thank Cheryl Schaffer and Wright Ford Young for the Council's annual tax preparation.