Date: Wednesday, March 4, 2009
Time: 6:00 - 6:30 p.m. reception; 6:30 - 8:00 p.m. dinner and program
Speaker: Claudia B. Sangster, Director of Philanthropy, Estate and Trust Services, Harris myCFO, Inc.
The March REPC meeting will feature Claudia Sangster, Director of Philanthropy, Estate and Trust Services with Harris myCFO, Inc., a public charity which sponsors donor advised funds. Claudia, who is an extremely popular speaker, will share how she successfully works with wealthy individuals and families to design and implement their estate and philanthropic strategies. She has more than 27 years of professional experience, having served as Senior Counsel and Director of Estate and Gift Planning at Pepperdine University, and as a practicing attorney in Houston, Texas. She is former president and current member of the Planned Giving Roundtable of Southern California, and serves as a faculty member for the American Institute for Philanthropic Studies for CSU Long Beach. Please register early to reserve your space! Please note: registration deadline is February 27.