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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.
 

MORNING PROGRAM:

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

 

LUNCH PROGRAM:

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

 

AFTERNOON PROGRAM:

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

REGISTER FOR THE PHILANTHROPIC SUMMIT

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

phil-summit-fundholders-frontphil-summit-fundholders-back

$25.00 for up to two people

* Enter attendee names here:

 
 
 

Register for the afternoon session for Professional Advisors

phil-summit-advisors-frontphil-summit-advisors-back

$50.00 per person

* Enter attendee names here: