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Contact Director of Gift Planning Carol Bradford today at (213) 413-4130 to learn more about this topic.

The California Community Foundation provides continuing education credit for attorneys, accountants, financial advisors and life insurance professionals.

Each year, we invite the professional advisor community to join us for luncheons and other seminars on contemporary issues, for which they can receive professional credit.

The Philanthropic Series

Our flagship seminar, The Philanthropic Series, is held twice a year. The luncheon seminars, featuring regional and national experts on estate planning or charitable and planned giving techniques, are not to be missed. The seminars provide quality materials and great networking opportunities in elegant, accessible venues.

To inquire about a sponsorship opportunity or suggest a speaker for The Philanthropic Series, please contact Director of Gift Planning Carol Bradford, at (213) 413-4130.

Check back to get the latest information about our next Phianthropic Series seminar.

Speakers Bureau

Our expert gift planning team is available to hold more intimate, on-site case study sessions on various topics related to philanthropy. Our case studies have been presented to major law, accounting and business management firms. These offer an excellent introduction to the foundation's various fund vehicle products, using real-life examples.

The foundation also has developed a series of presentations for bar associations, estate planning councils, rotary clubs and other groups.

These presentations are eligible for continuing education credit hours, depending on the length of the session.

To invite a member of our Donor Relations team to speak at your event, contact Director of Gift Planning Carol Bradford at (213) 413 -4130.

Networking Opportunities

Network with trust and estate professionals as a member of the Los Angeles Estate Planning Council (LAEPC). Meet with colleagues every month and discuss the latest trends in estate planning and get continuing education credit. Go to the links below for more information:

 

Participants will generally earn 2.5 continuing education credit hours for attending The Philanthropic Series luncheons.

Attorneys: The California Community Foundation is an approved provider of M.C.L.E. credit by the State Bar of California Certified Public Accountants and adheres to the regulations and requirements prescribed in the Accountancy Act of the State Board of Accountancy.

Certified Financial Planners, CLUs and CHFCs: An application is pending for Continuing Education Sponsorship with the C.F.P. Board of Standards. This program meets the requirements for PACE credit of the American Society of CLU and ChFC.

 

445 S. Figueroa St. Suite 3400 • Los Angeles, CA 90071-1638 • Phone: 213.413.4130 Fax: 213.383.2046
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