Sixteenth Annual Primer 2011
Partnership for Philanthropic Planning Orange County
The Partnership for Philanthropic Planning Orange County is offering
professionals in Orange County and surrounding communities the
opportunity to attend an educational and motivational one-day
Primer on Planned Giving.
The PPPOC Primer 2011 will feature some of the most highly
regarded national experts in the fields of estate planning and
planned giving.
Topics
- Why: Economic, Income & Estate Tax, Legacy Planning
- Who: Constituents – Donors, Volunteers, Board Members,
Event Attendees, Staff (physicians, faculty, nurses, etc.), Alumni, Parents/Grandparents, Grateful Patients.
- What: Outright, Deferred, Planned – Tools/Vehicles
- How: Conversations (Marketing – Cultivation – Solicitation
– Stewardship)
Date: Wednesday, September 7, 2011
Time: 7:30a.m. - 4:00p.m. (check-in 7:30 - 7:55a.m.) Lunch included.
Location: Northern Trust, 16 Corporate Plaza, Newport Beach, California
Cost to attend:
Single Entry: $125
Group Entry: $125 for the first person; $100 for each additional person
Prices increase $25 at the door.
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Scholarships available (for PPPOC members only)
Please call/e-mail the PPPOC Association Office for application at 866-921-6440 or info@pppoc.org
Primer Registration Form (PDF)
Online Primer Registration and Payment
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