Tuesday, September 19, 2017 at 3:00 PM PDT
Wednesday, October 25, 2017 at 5:30 PM PDT

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Jewish Community Federation 
121 Steuart Street
San Francisco, CA 94105

Driving Directions 


Holly Wilkerson, Executive Director 
Northern California Planned Giving Council 
Basics Course (Sept. 19, 2017 - Oct. 25, 2017)

A Six-Part Course for Beginners
(a refresher course for intermediates)
The Northern California Planned Giving Council invites you to an introductory course in planned giving, also known as legacy giving. This course offers 15 hours of instruction from experienced planned giving practitioners in the Bay Area.

Learn the basics of planned giving and obtain the tools to start or enhance your planned giving program in six sessions! The sessions are interactive and students receive personalized attention since class size is limited to only 40 students. In addition, students are encouraged to team up and review materials during and after the series. Students will also receive a course notebook filled with outlines and materials to use during the series and as a reference later.

Session Descriptions
First Session - September 19, 2017
What is Planned Giving?
Aviva Shiff Boedecker, JD

Second Session - September 27, 2017
Estate Planning Basics
Jean Gorman, JD

Third Session - October 4, 2017
Case-centered Marketing
David Bonfilio, MBA

Fourth Session - October 11, 2017
Gifts in Wills and Trusts
Art Stine, CSPG

Fifth Session - October 18, 2017
Life Income Gifts
Phil Murphy

Sixth Session - October 25, 2017
Putting it All Together
Greg Lassonde, CFRE

Seating is limited to 40 participants
Registration deadline is September 12, 2017
NOTE: Discount offered to organizations registering 4 or more attendees (use code NCPGC25 when registering)