How to Approach Your Clients Regarding Charitable Giving
Date: Wednesday, April 6, 2011
Time: 6:00 PM - 8:30 PM
Location: Victoria Club , 2521 Arroyo Drive in Riverside
Speaker: Stephanie Buckley, J.D., LL..M.
Please join us for the April meeting of the Estate Planning Council of Riverside County.
We are very pleased to welcome Stephanie Buckley, J.D., LL.M. Director, Center for Estate and Gift Planning at Pepperdine University.
THANK YOU TO OUR ANNUAL SPONSORS: Ahern, Adcock Devlin Best, Best & Krieger The Mentor Group
As the Director for the Center for Estate and Gift Planning at Pepperdine University, Stephanie works with current and prospective donors raising planned and major gifts on behalf of the University.
She assists donors with the preparation of their estate plans including identifying and creating estate and financial planning tools specific to donors’ needs.
Stephanie organizes various planned giving and estate planning presentations on behalf of Pepperdine University and assists with training for all of Pepperdine’s fundraisers.
She has served as an instructor for the Planned Giving course offered through UCLA Extension and currently serves on the Editorial Advisory Board for Planned Giving Today.
Stephanie earned her law degree from UCLA School of Law with a specialization in Taxation and Business Law. She completed her LL.M. in Taxation with Honors at Loyola Law School. She currently serves as a trustee for the Heifer International Foundation and is the past president for the Partnership for Philanthropic Planning of Greater Los Angeles. She is also a past president for the Partnership for Philanthropic Planning of Ventura County. Stephanie is a member of the State Bar of California.
