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San Diego Planned Giving Partnership Presents

January 22, 2016

A Comprehensive Planned Giving Seminar
Sponsored by the San Diego Planned Giving Partnership
Hosted by American Red Cross of San Diego/Imperial Counties

Claudia B. Sangster, Esq., Instructor
Director, Family Education and Governance, Wealth Advisory Services, Northern Trust

Steven J. Chidester, Esq., Instructor
Partner, Withers Bergman, LLP

Registration Fees Early Bird Special through December 31, 2015:

Member and Non-Member Early Bird Special - $75.00

Registration Fees Beginning January 1, 2016:

San Diego Planned Giving Partnership/PPP and AFP Member – $85.00

Non-Member – $105.00

Onsite – $125.00 (limited)

Click Here for Details and to Register


California State University - San Marcos

Professional Certificate in

Meeting & Event Planning

Starts Fall 2015

Click Here for Details





Tuesday, November 24, 8:30 a.m.

Click Here for Information & To Register


Workshop & Luncheon

December 4

Sheraton, Mission Valley

Click Here for More Information & to Register










Your job opening will be posted in the Career Opportunities section of the AFPSD web site. Your ad will be accessible by over 300 AFPSD members. The Career Opportunities section is an AFPSD Member Benefit.

Member cost: $100 for 90 days

Non-member cost: $150 for 90 days

Organization cost: $175 for 90 days.

Please click on the link below to submit your job posting.

Post here

Note: If you are having trouble with payment or posting, please send me an email at:

AFP Quick Poll


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Nov 23 - Grant Writer
Center for Community Solutions (CCS) is seeking a grant writer to be an integral part of the resource development team. Duties include managing foundation and government fundraising activities, such as research, proposal development and submission, progress reports, and stewardship activities. Duties also include developing and producing high level correspondence and working with the team to support events and general fundraising activities as needed. The Grant Writer will be required to work independently, and generate and format reports and other documents using a full range of computer software skills and desktop programs. ... more >
Nov 23 - Chief Executive Officer
Girl Scouts San Diego announces a search partnership with Evergreen Executive Source, LLC to identify candidates and advise on selection of a new CEO. ... more >
Nov 23 - Development Coordinator
Reporting to the Senior Manager of Development, the Development Coordinator is responsible for managing the timely entry, processing and acknowledgement of all gifts, pledges, pledge payments, donations, gifts-in-kind, and other contributions. Additionally, the Coordinator improves the integrity of Development’s database, further improving the stewardships strategies with our donors. Other administrative support may be assigned. ... more >
The Advancement Officer position is one of the top-level fundraisers at the San Diego Symphony Orchestra, raising funds to support artistic and education programs, general operations and special projects. This individual will maintain a portfolio of existing major donors and sponsors, lower-level donors identified for potential increase and qualified prospects. The Advancement Officer will work with a team of fundraisers and an Advancement Manager to ensure that a collective major gifts fundraising goal is achieved. The Advancement Officer is responsible for or will assist in prospect research, management and segmentation, cultivation, solicitation, stewardship cycle and acknowledgement. The successful candidate will also work with the team to engage the Board of Directors in the fundraising process. Each Advancement Officer will have a subcategory of responsibilities that may include planned giving, solicitation for special events underwriting and institutional sponsorships. Specific Responsibilities: • Assures the Advancement program reaches its Board-approved income goals. • Work closely with a team of fundraising professionals toward a common goal. • Assist in the oversight of data management to ensure accurate financial records. • Attend Symphony concerts with donors and Board members. • Oversee a portfolio of donors and prospects and work to maximize their potential in giving. • Assist, as needed, in donor research. • Work within budgeted expenses. • Work closely with special events team on major fundraising events and cultivation activities. • Help strategize all aspects of the fundraising process, including activities to enhance and maximize prospecting, cultivation, solicitation and stewardship. • Assist with planned-giving campaign, including donor cultivation, solicitation and stewardship. • Report results according to established metrics a monthly basis. • Performs other duties as assigned. Submit resumes to: San Diego Symphony, A ... more >
Nov 25 - Member Comments Requested on New IRS Substantiation Regulations
The Internal Revenue Service (IRS) has proposed new regulations that would modify its requirements that nonprofits obtain a “contemporaneous written acknowledgement” for contributions of $250 or more, and AFP is requesting comments and concerns from members about the proposal. ... more >
Nov 25 - The Whats, Hows, and Whys of Major Gift Solicitation
(Nov. 25, 2015) The benefit of major gifts is obvious. But the process of identifying and securing them—that's not so obvious. We recently spoke with Vern Snyder, ACFRE, vice president for institutional advancement at the University of Toledo, on how to define and calculate a major gift and his upcoming Dec. 10 webinar, "The Whats, Hows and Whys of Major Gift Solicitations." ... more >
Nov 24 - AFP Top Ten (Week of November 25, 2015): Fundraising Ideas, Stories & Perspectives You May Have Missed!
(Nov. 25, 2015) How introverts can be very successful fundraisers is just one of the topics in this week’s Top Ten, which also includes posts on exercising your “gratitude muscle,” the number one way to destroy your chief development officer, the procrastinator’s guide to year-end fundraising, shaming a major donor and creating a culture of increasing giving. ... more >
Nov 18 - Election Results Mean New Public Policy Opportunities for Philanthropy
(Nov. 18, 2015) On November 4, 2015 Justin Trudeau was sworn in as the 23rd Prime Minister of Canada. What does his new government, along with his 30-member Cabinet, mean for fundraising and philanthropy? ... more >
Nov 18 - Celebrating National Philanthropy Every Day
In a moving tribute to National Philanthropy Day, Roger Ali, CFRE, chair-elect of the AFP Foundation for Philanthropy—Canada, shares how we all can make a difference through small acts and a giving heart. ... more >