2022-2023 Sponsors

SoCalCGP is pleased to partner with the following organizations, and we gratefully acknowledge their support. Please take some time to visit each of their websites to learn more about the products and services that may be of benefit to you, your donors, or your clients.

Interested in partnering with SoCalCGP? Download the partner prospectus here for more information. 

Diamond Sponsor

The Stelter Company is an integrated marketing agency that provides nonprofits with strategies to optimize revenue across the development portfolio in higher education, health care, environment, arts and culture, human rights, cause, and community-based nonprofits.

Gold Sponsor

Crescendo Interactive, Inc. provides gift planning and blended gifts marketing solutions supported by in-house technical, legal, design, marketing, and multimedia specialists.
 

Gold Sponsor

TIAA Kaspick provides comprehensive planned giving services for charitable organizations nationwide including asset management, timely and accurate administration, and informative reporting.

Silver Sponsor

The American Institute for Philanthropic Studies, located at CSULB, offers the coursework necessary to earn the Certified Specialist in Planned Giving (CSPGCM) professional designation.

Silver Sponsor

Chisholm Chisholm & Kilpatrick’s Bequest Management team is dedicated to ensuring that the organization honors the donors’ wishes, accelerates the distribution of their gifts, and maximizes the impact of their generosity.

Silver Sponsor

Giving Docs provides an intuitive estate planning platform that gently encourages organization supporters to make legacy gifts and helps individuals create a plan to support the people and causes they care about.

Silver Sponsor

The Planned Giving Solutions group at PNC Institutional Asset Management provides planned giving investment and administrative services for nonprofit organizations.

Silver Sponsor

Withers is an international law firm dedicated to successful people, their businesses, and their charitable and philanthropic objectives. They provide a wide range of legal advice to charitable and not-for-profit organizations and the individuals and families that give to them.

Silver Sponsor

Rodriguez, Horii, Choi & Cafferata provides a full range of services for tax-exempt organizations and solutions for major foundations, philanthropic organizations, and ultra-high net worth individuals.

Silver Sponsor

State Street Global Advisors Charitable Asset Management (“CAM”) team provides administration and investment management services to charitable organizations throughout the U.S.
 

Bronze Sponsor

Bonhams is an international auction house with a heritage and reputation for connoisseurship and bespoke service known throughout the world.

Bronze Sponsor

The California Community Foundation (CCF) works with donors, nonprofits, and community partners to change systems, address root causes, and improve the quality of life for all L.A. residents.

Bronze Sponsor

Clifford Swan Investment Counselors provides nonprofit organizations and their donors a custom-tailored approach to planned giving investment and administration.

Bronze Sponsor

Charitable Trust Administrators, Inc. is a full-service, third-party trust administration company, with a focus on assisting charities and clients that have the desire to provide a legacy to their favorite charity.

Bronze Sponsor

Holland & Knight's Bequest Revenue Program (BRP) is comprised of a national team of attorneys, fiduciary accountants and paralegals who advocate on behalf of nonprofit organizations as beneficiaries of matured bequests. The BRP follows donor intent by reducing administration fees, maximizing gift value and expediting distributions.

Bronze Sponsor

Karlin & Peebles, LLP is a law firm of planners who draw upon their decades of experience to give sound advice for their clients and then help implement that advice by partnering with their team of advisors. Their practice is concentrated on individuals and businesses with an international element.

Bronze Sponsor 

Founded by Karl Mill in 2021, Mill Law Center provides legal support to the non-profit and social enterprise sectors, including: - Individuals or companies seeking to launch a new non-profit, apply for tax-exemption, and establish a structure for long-term sustainability and impact.- Established public charities, private foundations, and other exempt organizations seeking outside general counsel, with specific expertise in corporate law, tax law, charitable trust and solicitation law, social enterprise, impact investment, and charitable gift planning.- Lawyers and other experts with different areas of focus that want to support non-profits (whether paid or pro bono) and wish to consult with non-profit law experts.- Entrepreneurs and companies that want to explore a collaboration between the for-profit and non-profit sectors to achieve their mission (e.g., establishing a joint venture or non-profit affiliate, donating an interest in a business to a charitable organization).

Bronze Sponsor

Mitchell Silberberg & Knupp LLP is a law firm providing tax advice as part of estate planning or in connection with transactional matters for a business.

Bronze Sponsor

Northern Trust serves foundations, endowments and other nonprofit institutional investors as either a dedicated investment advisor or as a fully outsourced chief investment officer.

Bronze Sponsor

PG Calc offers software, consulting, marketing, and administration services to charities in support of their planned giving programs.

Bronze Sponsor

TemoArjani LLP is an accounting firm that specializes in providing close personal and professional attention to their clients, with a focus on responsiveness and professionalism. They provide personal financial planning and estate planning insight to individual clients as well as services to facilitate the establishment and work of nonprofit organizations.

Bronze Sponsor

The Charitable Services Group at U.S. Bank provides management and administration for public charities and nonprofit organizations, including back-office functions and compliance matters, to build planned giving programs from the ground up or to grow a program's footprint, including back-office functions and compliance matters.