Inland Empire Planned
Giving Roundtable
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IEPGRT: About Us
After two years of consistent growth and enthusiastic support from the planned
giving community in the Inland Empire, the former Inland Empire Gift Planning
Forum sought affiliation with the National Committee on Planned Giving (NCPG)
in November 1996. The organization is now incorporated as a 501(c)(3)
organization under the laws of the State of California and is known as the Inland
Empire Planned Giving Roundtable (IEPGR).
The Roundtable encompasses the entire Inland Empire, from Claremont /
Pomona to San Bernardino / Riverside; and from Hemet / Temecula to the
Coachella Valley. Its educational membership includes fundraising
professionals from educational institutions, hospitals, social service non-profits,
and religious organizations; as well as financial planners, attorneys, real estate
brokers, certified life underwriters, accountants, and trust officers.
Four networking luncheon meetings each year feature speakers with experience
within the filed on a diverse set of topics. A fifth meeting is held in conjunction
with the annual Inland Empire Estate Planning Council Symposium each
November of each year as well as a six meeting in conjunction with Loma Linda
University's Financial Advisors group in September of each year.
Yearly dues are $125 and include membership in the NCPG. You can also just
join our local chapter for $35. Membership dues do not include the moderate
cost of the luncheon meetings.
If you are involved with gift planning, either as a development officer or as a
member of the allied professions, we cordially invite you to become part of the
Rountable.
