Planned Giving Roundtable of Southern California


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Membership

Mentor Program

The PGRT-SC Mentor Program matches an experienced planned giving professional with someone new to the field or someone who is looking for guidance on a certain topic. The scope and duration of the mentoring relationship is determined by the mentor and the protégé.

Criteria to participate in the PGRT-SC Mentor Program are as follows:

All participants are current members of the PGRT-SC.
All participants adhere to the Model Standards of Practice for the Charitable Gift Planner published by NCPG.

For additional information on the PGRT-SC Mentor Program, or to sign up for it, please contact Membership Chair Tom Petersmeyer at thomas.petersmeyer@axa-advisors.com.