SoCalCGP is pleased to partner with these 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

Bank of America Private Bank

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

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

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.

CCK'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.

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.

Mill Law Center provides legal support to the non-profit and social enterprise sectors.

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

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.

Bronze Sponsor

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

Braille Institute is a non-profit organization whose mission is to positively transform the lives of those with vision loss. The Institute offers a broad range of free programs, classes and services serving thousands of students of all ages helping to demonstrate that vision rehabilitation is a beginning, not an end.

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.

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

Daylight Advisors is a global professional development community for philanthropy and social impact. Together with advisors and families, they support the practices and networks to maximize philanthropy’s potential for transforming lives.

Greenwald Realty Advisors - Empowering Non-Profit Organizations and Foundations to accept Real Estate and Business Interests gifts. 

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. 

Karlin & Peebles, LLP is a law firm of planners who draw upon their decades of experience to give sound advice to 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.

Pasadena Community Foundation is a tax-exempt public charity created by and for the people of Pasadena. The Foundation works with individuals, families, and organizations to establish philanthropic funds, create and build endowment funds, and distribute charitable gifts to nonprofit organizations in Pasadena and across the country.  

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

Raymond James. Helping investors focus on their goals.

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

TemoArjani LLP is an accounting firm that specializes in providing close personal and professional attention to its clients, with a focus on responsiveness and professionalism. 

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.