About Us

Contact Information
Partnership for Philanthropic Planning of Greater Los Angeles
Jerry Packer, Administrator
65 Enterprise
Aliso Viejo, CA 92656
Phone:  949-715-5400
Fax: 949-715-6931      
Email: info@pppla.org

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Planned Giving Roundtable of Southern California is now Partnership for Philanthropic Planning of Greater Los Angeles

In January 2009, the National Committee on Planned Giving became known as the Partnership for Philanthropic Planning, making new opportunities for education and collaboration available to everyone involved in charitable gift planning.  The Partnership remains the only national organization dedicated to improving both the quality and the quantity of philanthropic planning.  Expanding beyond wills and trusts, the organization focuses on all of the people, tools, values and best practices that work together to make charitable giving most meaningful. 

As an affiliated council of the Partnership, the organization formally known as the Planned Giving Roundtable of Southern California, has become the Partnership for Philanthropic Planning of Greater Los Angeles.  Our name has changed, but who we are and what we represent has not changed. Our mission remains the same: 

• We are a community dedicated to increasing philanthropy through charitable gift planning.
• We are a definitive resource for charitable gift planning information.
• We are a network for building meaningful relationships within the philanthropic community.

Our History
The Partnership for Philanthropic Planning of Greater Los Angeles, PPP-LA, 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 PPP-LA 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 PPP-LA continues to be one of the most dynamic and innovative councils in the country. Partnership for Philanthropic Planning of Greater Los Angeles Past Presidents

Today, the PPP-LA 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 PPP-LA hosts the popular Western Regional Planned Giving Conference and the PG101 introductory planned giving seminar.

2010 Board of Directors and Chairs of the PPP-LA

President
Debbie P. Bills
Manager of Trusts & Bequests
Office of Gift Planning
California Institute of Technology
Mail Code 5-32
Pasadena, CA 91125
626-395-6317
dbills@dar.caltech.edu

President-Elect
Bonnie Hong, CDFA
Financial Advisor, Chartered Advisor of Philanthropy
Rule 144 Specialist
Morgan Stanley
601 S. Figueroa Street, 28th Floor
Los Angeles, CA  90017
213-553-3513
bonnie.hong@morganstanley.com

Treasurer
Carol Bradford
Director of Gift Planning
California Community Foundation
445 S. Figueroa Street, Suite 3400
Los Angeles, CA. 90071
(213) 413-4130
cbradford@ccf-la.org

Secretary
David Moses
Director, Gift Planning
The ALS Association, National Office

27001 Agoura Road, Suite 250
Calabasas Hills, CA 91301-5104
(818) 587-2212
dmoses@alsa-national.org

Vice President - Programs
Stephanie Hsieh, JD
Senior Gift Planning Officer
City of Hope

1055 Wilshire Blvd.
Los Angeles, CA 90017
(213) 241-7298
stephanie.hsieh@providence.org

Regional Conference Chair
June Kim
Assistant Vice President
Crescendo Interactive, Inc.
800-858-9154
june@cresmail.com

Membership Chair
Tena Yatroussis
Director Annual & Planned Giving
The Center for Early Education
563 N. Alfred Street
Los Angeles, CA. 90048
(323) 651-0707
yatroussist@cee-school.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
Jim Douglass
Financial Advisor
Citi Smith Barney
609 Deep Valley Drive, Suite 400
Rolling Hills Estates, CA 90274
310-544-3615
james.b.douglass@smithbarney.com

Member at Large
Jay Harvill
Director of Gift Planning
Methodist Hospital Foundation
300 West Huntington Drive
PO Box 60016
Arcadia, CA  91066
626-898-8888
jay.harvill@methodisthospital.org

Immediate Past President
Stephanie Buckley
Director
Center for Estate and Gift Planning
Pepperdine University
24255 Pacific Coast Highway
Malibu, CA  90263
310-506-4082
stephanie.buckley@pepperdine.edu

Partnership for Philanthropic Planning of Greater Los Angeles Past Presidents