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FORM 990

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Thank you for attending The Community Foundation’s Philanthropic Summit on October 6 at Rancho Las Palmas Resort in Rancho Mirage.

For your convenience, below you will find the presentation slides of our speakers’ sessions.


Molly Martin, Crescendo Interactive, Inc.
pdfCase Studies on Effective Use of Email for Planned Gifts

Daniel Jenewein, JD, Crescendo Interactive, Inc.
pdfCGA: A Great Giving Tool for Donors



Rose Lester, Lester Consulting Group
pdfLeveraging Loss in an Era of Less



Daniel Jenewein, JD, Crescendo Interactive, Inc.
pdfCGA for the Professional Advisors

Matt Brown, JD, Brown & Streza, LLP
pdfThe Fruit or the Tree?  Planned Giving for Intellectual Property Assets

Reynolds T. Cafferata, JD, Rodriquez, Horii, Choi & Cafferata, LLP
pdfEstate of Duke: CA Supreme Court Opens the Door to Reformation of Wills


The Philanthropic summit consists of a morning session for TCF fundholder agencies and an afternoon session for Professional Advisors.  Please ensure you scroll down this page and register/pay for the correct session. Enter the names of each attendee in the box provided.

Register for the morning session for TCF Agency Fundholders


$25.00 for up to two people

* Enter attendee names here:


Register for the afternoon session for Professional Advisors


$50.00 per person

* Enter attendee names here: