About Us
Contact
Info
Planned
Giving Round Table of Southern California
Anita Lebby, Administrator
501-1 South Reino Rd. Suite 385 Newbury Park, California 91320
Phone:
310.435.6164 Fax: 805.498.1595
Please email Anita Lebby
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Information on our organization.
Our History
The
Planned Giving Round Table of Southern California, PGRT-SC, is
a community increasing philanthropy through charitable gift
planning. We are governed by a Board
of Directors with various committee members.
Founded in 1980, the PGRT-SC was one of the
first planned giving associations in this country and provided
the blueprint for the many others that have formed since. Its
early mission was to serve the educational and networking
needs of the planned giving professional from San Diego to Santa
Barbara. As
one of the largest councils affiliated with the National Committee
on Planned Giving (NCPG), the PGRT-SC continues to be one of the
most dynamic and innovative councils in the country. Planned Giving Round Table of
Southern CaliforniaPast Presidents
Today, the PGRT-SC maintains an active membership base of 300
gift planning professionals from the greater Los Angeles area.
In addition to the five general meetings each year, the PGRT-SC
hosts the popular Western Regional Planned Giving Conference
and the PG101 introductory planned giving seminar.
2008 Board of
Directors and Chairs of the PGRT-SC
PGRT-SC
President
Juan Ros
Vice President for Philanthropy
The
ALS Association, National Office
27001
Agoura Road, S-250
Calabasas
Hills, CA 91301-5105
818-880-9007
818-880-9006 (Fax)
juan@alsa-national.org
President-Elect
Jody Giles
Manager, Philanthropy Services
Harris MyCFO, Inc.
1901 Avenue of the Stars, Suite 200
Los Angeles, California 90067
(310) 407-1157
jgiles@mycfo.com
Treasurer
Bonnie Hong, CAP
Financial
Advisor, Retirement Planning Specialist
Morgan Stanley
601 S. Figueroa
Street, 28th Floor
Los
Angeles, CA 90017
213-553-3513
bonnie.hong@morganstanley.com
Secretary
Stephanie Hsieh
Officer,
Planned Giving
Providence
Health System Foundation
501
S. Buena Vista,
Burbank,
CA 91505
818-847-4685
stephanie.hsieh@providence.org
Vice President - Programs
Stephanie Buckley
Officer,
Planned Giving
Pepperdine
University
24255
Pacific Coast Highway
Malibu,
CA 90263
310-506-7606
stephanie.buckley@pepperdine.edu
Regional Conference Co-Chairs
Debbie
Bills
Director, Gift Planning
The Webb
Schools
1175 W.
Baseline Avenue
Claremont,
CA 91711-2199
909-482-5219
dbills@webb.org
Bill Strickland
Director of Gift Planning, The Nature Conservancy
523 W. Sixth Street, Suite 1216
Los Angeles, CA 90014
(213) 327-0185, x203
wstrickland@tnc.org
Membership
Chair
Suzanne Zolfo
Department Director, Planned Giving & Major Gifts
Braille
Institute of America, Inc.
741
N. Vermont Avenue
Los
Angeles, CA 90029
323-906-3155
szolfo@brailleinstitute.org
Legislative Chair
William Hranchak
CPA
Temo
A. Arjani & Co., LLP
301
E. Colorado Boulevard, S-426
Pasadena,
CA 91101
626-578-1978
bhranchak@arjani.com
Marketing/Outreach
Chair
Raymond Eelsing
Chair,
Planned Giving
Temple
Beth Chayim Chadashim
407
Campdell Street
Playa
del Rey, CA 90293
310-305-9785
reelsing@ca.rr.com
Immediate
Past President
Elizabeth Bawden
Partner
Larson & Bawden LLP
9300 Wilshire Blvd., S-550
Beverly Hills, CA 90212
310-205-2472
elizabeth@larsonbawden.com
Planned Giving Round Table of
Southern CaliforniaPast Presidents
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