About Us

After two years of consistent growth and enthusiastic support from the planned giving community in the Inland Empire, the former Inland Empire Gift Planning Forum sought affiliation with the Partnership for Philanthropic Planning (PPP) formerly known as the National Committee on Planned Giving (NCPG) in November 1996. The organization is now incorporated as a 501(c)(3) organization under the laws of the State of California and is known as the Inland Empire Planned Giving Roundtable (IEPGR).

The Roundtable encompasses the entire Inland Empire, from Claremont / Pomona to San Bernardino / Riverside; and from Hemet / Temecula to the Coachella Valley. Its educational membership includes fundraising professionals from educational institutions, hospitals, social service non-profits, and religious organizations; as well as financial planners, attorneys, estate planners, real estate brokers, certified life underwriters, accountants, and trust officers.

Six networking luncheon meetings feature speakers with experience in the field on a diverse set of topics.

Yearly dues are $200 and include membership in the PPP. You can also just join our local chapter for $55. Membership dues do not include the moderate cost of the luncheon meetings.

If you are involved with gift planning, either as a development officer or as a member of the allied professions, we cordially invite you to become part of the Rountable.