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. 

Gold Sponsor

Bank of America Private Bank. Bank of America Private Bank is dedicated to helping clients achieve a wide range of goals.

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.

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.

Capital Group

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.

Pepperdine University is a Christian university committed to the highest standards of academic excellence and values.

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.

CCS Fundraising is a strategic fundraising consulting firm that partners with nonprofits.

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.

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. 

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

Santa Barbara Foundation's mission is to mobilize collective wisdom and philanthropic capital to build empathetic, inclusive, and resilient communities.

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.