Silicon Valley
Planned Giving Council

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Corporate Sponsor:

Wells Fargo Private Client Services:

  • Private Banking
  • Trust and Estate Services
  • Investment Management
  • Brokerage Services through Wells Fargo Investments, LLC
  • Life Insurance

 

 

 
 
Annual Sponsors of Meetings:


Meetings and Events

Calendar of Events

The Silicon Valley Planned Giving Council plans topical speaker program four times a year, alternating between breakfast and lunch meetings. Attendance is open for members and interested guests from the gift planning community.

Experienced practitioners from the nonprofit planned giving community or allied professional advisors present a variety of current and/or relevant topics of interest to practitioners in the gift planning area. Topics for the sessions presented throughout the year follow PPP's Syllabus for Gift Planners.

Register for Meetings:

The Silicon Valley Planned Giving Council has moved to an online (credit card based) registration system. Please use the “REGISTER ONLINE” link associated with each event listed on the Calendar.

If you have any difficulty with the online registration system, please contact the Council Administrator:

Michelle Pakulak
Phone: (408) 239-4433
e-mail: Admin@SVPlannedGivingCouncil.org


 

Calendar

February

Program Handouts

The New IRS Form 990 As A Marketing Vehicle: Tips on Charitable Governance to Make Your 990 Shine For Donors

Form 990: What Donors Do With It and What You Can Do About It

April

April 29, 2010
Virtual Seminar: Bequest Boot Camp 101: Ten exercises to strengthen your bequest program
Berger Lewis

May

May 7, 2010
18th Annual Planned Giving Conference
Palace Hotel, San Francisco

May 13, 2010
New Tax Laws
Dynasty Restaurant

June

June 10, 2010
Incubator Luncheon
Dynasty Restaruant

July

July 14, 2010
Virtual Seminar: Elder Law
Berger Lewis

September

Sept. 9, 2010
Year End Planning
Dynasty Restaurant

October

date TBD
Brown Bag: Hot Topics with John Hopkins and George Delucchi

November

Nov 4, 2010
What do Donors Want?
Dynasty Restaruant


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