SB Council of Charitable Gift Planners Meeting

Lessons Learned from a $12M Estate Gift

November 9, 2022

11:30 am – Check in and Networking
12:00 pm – Lunch and Presentation
1:30 pm – Meeting Conclusion

Harry’s Plaza Cafe

3313 State Street, Santa Barbara

Learn from Ventura College Foundation Executives as they share valuable lessons learned when a $12M complex estate gift benefited the foundation as well as many other local charities

Anne Paul King (she/her) is the Executive Director of the Ventura College Foundation. She has been in the non-profit sector for 30 years at both local and national levels. In 2019, she was named Association Fundraising Professionals (AFP) Fundraiser of the Year for the Ventura and Santa Barbara County Chapter in California. She has worked with the American Heart Association, American University, Trinity Washington University, Holy Trinity Lutheran Church of Thousand Oaks, and United Parents of Camarillo as well.

Gerry Pantoja (he/him/his) is the Director of Philanthropy for the Ventura College Foundation. He has over 14 years of expertise in nonprofit fundraising management. Before joining the Ventura College Foundation’s team, he served as a Major Gift Officer at the USC School of Architecture. Prior to that, he spent eight years in Washington, D.C., serving as the Manager of Corporate Relations for the U.S. Chamber of Commerce and Development Manager for the Hudson Institute. Gerry holds a CFRE designation, a master’s degree in Philanthropic Studies from the Lilly School of Philanthropy at Indiana University, a B.S. in Business Administration from Pepperdine University, and an A.A. in Liberal Studies from Antelope Valley College.