New and Renewing CPS

Renewing

Thank you for your continued support of Philanthropy International. We appreciate the enthusiasm of our quality Charitable Planning Specialists as you are on the front lines talking with charities and clients.

At the end of February there is a strategic meeting in White Plains, New York with top leadership of the March of Dimes to develop a more clear direction for our CPSs when working with a MoD chapter. We will keep you posted on the outcome of that meeting. We are looking forward to a great 2008 as we move forward with our relationships with the March of Dimes and some other prospective national charities.

Join the information webinar to hear about the 2008 program on:

Renewing CPS 2/19/08 @ 8:00 am PST

1) Go to www.gotowebinar.com

2) Click “Join A Webinar”

3) Enter Webinar ID: 957-128-313

4) Dial: (641) 715-3399; access code: 341-464-388

5) To RSVP:

https://www1.gotomeeting.com/register/957128313

Renewing CPS 2/21/08 @ 11:00 am PST

1) Go to www.gotowebinar.com

2) Click “Join A Webinar”

3) Enter Webinar ID: 619-804-945

4) Dial: (605) 772-3322; access code: 684-385-749

5) To RSVP:

https://www1.gotomeeting.com/register/619804945

New

Thank you for your interest in becoming a Philanthropy International Charitable Planning Specialist (CPS). In order to ensure a confident level of expertise among the CPS team, there are specific requirements that must be met by each new and renewing CPS. Please review the listing of CPS requirements to determine if you are qualified to receive the nomination by your General Agent as a Charitable Planning Specialist. If you have a question or concern about a requirement, please contact Randy Dickinson at randy@picharity.org.

Join the information webinar to hear about the 2008 program on:

New CPS 2/19/08 @ 11:00 am PST

1) Go to www.gotowebinar.com

2) Click “Join A Webinar”

3) Enter Webinar ID: 462-466-810

4) Dial: (605) 772-3322; access code: 678-578-381

5) To RSVP:

https://www1.gotomeeting.com/register/462466810

New CPS 2/21/08 @ 8:00 am PST

1) Go to www.gotowebinar.com

2) Click “Join A Webinar”

3) Enter Webinar ID: 748-208-278

4) Dial: (641) 715-3399; access code: 336-467-630

5) To RSVP:

https://www1.gotomeeting.com/register/748208278

Please download and print the National Charity Council Application and Fee Schedule. Once completed, please submit scanned documents via e-mail to renewal@picharity.org or fax to (909) 624-4050. Contact our office with further questions at (909) 625-4511.

Legal

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A National Community Foundation Supporting Charities, Donors, and Professional Advisors with Tax-exempt Services and Training

Contact PI

Philanthropy International
310 N. Indian Hill Blvd. #521
Claremont, CA 91711
909-625-4511
909-624-4050 fax
info@picharity.org