Thursday, May 2, 2019 from 7:00 AM to 9:00 AM PDT
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NEW LOCATION! Tustin Ranch Golf Club

12442 Tustin Ranch Road
Doral Room
Tustin, CA 92782

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Gail James Clarke
Planned Giving Round Table of Orange County
(866) 921-6440
Susan Berkman
Lynn Dickinson
Devon Dougherty
Roland Ho
Elizabeth Kurila
Mary Beth Steen

Look Who Else is Registered!

Susan Berkman
Lynn Dickinson
Devon Dougherty
Roland Ho
Elizabeth Kurila
Mary Beth Steen

Prospecting for Gold: The Art of Fundraising Research

Join us as we learn from a seasoned, institutional prospect management analyst on how to identify the highest priority prospects for your organization, understand the limitations on what information is publicly accessible and understand what resources are available to you to identify prospects (plus the pitfalls to avoid).

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    Type Fee

Guest Information

You may add a maximum of 8

Breakfast Buffet

  • Our hot breakfast buffet includes: scrambled eggs, bacon or sausage, breakfast potatoes, fruit display, oatmeal, french toast or pancakes; coffee and hot tea.


Item Qty. Max Limit Price

PGRTOC Membership

Includes: Annual membership in the local (PGRTOC) Council.

1 $200.00 each

PGRTOC and PPP National Membership

Includes: Annual membership in both the local (PGRTOC) and national (PPP) Councils.

1 $350.00 each

Corporate Membership

Includes: Receive one full annual membership in the Planned Giving Roundtable of Orange County and two additional at large memberships that you can use to brings individuals from your organization to a breakfast meeting at the member rate.

1 $500.00 each

Breakfast Meeting Sponsorship

Includes: Prominent listing on front page of monthly meeting e-vite; Listing (logo and link) on PGRTOC website for 3 months (incl. month of sponsorship, 1 month prior to and 1 month after); 6-ft draped display table in meeting room with opportunity to display marketing materials during month sponsored; Opportunity to speak about your company program for 2 minutes at sponsored meeting; One complimentary breakfast (others attending from your organization @ $35 each; reservation required).

1 $350.00 each

Meeting Sponsor Guest

Registration Fee for breakfast.

1 $35.00 each


Payment Method

  • Please make check payable to:
    Planned Giving Round Table of Orange County
    1442 E. Lincoln Avenue
    PMB 441
    Orange, CA 92124

Payment Summary

Allow others to see that I have registered. (Note: only your name, title, and company information will be shared.)