Welcome
Planned Giving Round Table of San Diego, an affiliate of Partnership for Philanthropic Planning, is your premier charitable gift planning organization in San Diego County serving both non-profit professionals and allied professionals alike.
Our Mission is to increase the quality and quantity of charitable giving by serving as the voice and professional resource for the San Diego gift planning community.
The PGRT of San Diego has been organized to create channels of communication between gift planning practitioners and allied professionals (Financial Advisors, Attorneys, Accountants, Real Estate and Insurance Professionals, and Trust Officers).
The PGRT of San Diego’s vision is to:
- Create awareness of issues related to charitable giving and to act as a clearinghouse for this information.
- To provide a forum for PGRTSD members to network amongst themselves and to discuss current charitable gifting issues.
- To promote educational advancement and professional expertise among PGRTSD members
- To network as a group force in promoting the societal benefits that charitable giving provides to the San Diego community