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2021-2022 Partnership SponsorsLACGP 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 LACGP? Download the partner prospectus here for more information. Diamond Partner
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 Partner
Crescendo Interactive, Inc. provides gift planning and blended gifts marketing solutions supported by in-house technical, legal, design, marketing, and multimedia specialists. Gold Partner
Daniel Sims Consulting Group (DSCG) offers data-driven consulting, strategic planning, training, and research support to nonprofits, public charities, and other businesses, supporting their mission to create justice and equity-centered systems, processes, and programs. Gold Partner
State Street Global Advisors Charitable Asset Management (“CAM”) team provides administration and investment management services to charitable organizations throughout the U.S. Gold Partner TIAA Kaspick provides comprehensive planned giving services for charitable organizations nationwide including asset management, timely and accurate administration, and informative reporting. Silver Partner
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 Partner BNY Mellon Wealth Management's dedicated Planned Giving team provides nonprofit organizations with comprehensive gift management, tailored investment management solutions, and donor and organizational support. Silver Partner 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 Partner
Northern Trust serves foundations, endowments and other nonprofit institutional investors as either a dedicated investment advisor or as a fully outsourced chief investment officer. Silver Partner The Planned Giving Solutions group at PNC Institutional Asset Management provides planned giving investment and administrative services for nonprofit organizations. Silver Partner
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 Partner
Withers is an international law firm dedicated to successful people, their businesses, and their charitable and philanthropic objectives. Our nonprofits and philanthropy lawyers provide a wide range of legal advice to charitable and not-for-profit organizations and the individuals and families that give to them. Bronze Partner
The American College of Financial Services offers the coursework necessary to earn the Chartered Advisor in Philanthropy® (CAP®) professional designation. Bronze Partner
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 Partner
Charitable Trust Administrators is a full-service, third-party trust administration company, with a focus on assisting charities and clients that have a desire to provide a legacy to their favorite charity with a focus on protecting assets by minimizing taxes and maximizing income for family members. Bronze Partner
Clifford Swan Investment Counselors provides nonprofit organizations and their donors a custom-tailored approach to planned giving investment and administration.
Bronze Partner
Freeman, Freeman & Smiley is a full-service law firm serving Southern California communities. Attorneys provide extensive legal expertise in bankruptcy and insolvency, business transactions and tax, intellectual property, labor and employment, litigation, real estate, trust and estates, and trust and estate litigation. Bronze Partner 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 Partner
MSK is a law firm providing tax advice as part of estate planning or in connection with transactional matters for a business. Bronze Partner
PG Calc offers software, consulting, marketing, and administration services to charities in support of their planned giving programs. Bronze Partner 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 Partner 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. |