When

Thursday, October 1, 2020 at 1:00 PM PDT
-to-
Thursday, November 5, 2020 at 3:30 PM PST
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Where

This is an online event. 
Virtual meeting information and materials will be emailed prior to the event start date.

Contact

NCPGC 
Northern California Planned Giving Council 
415-738-8438 
info@ncpgcouncil.org 
Planned Giving Basics Course
(October 1, 2020 - November 5, 2020) 
Six-Part Course for Beginners 

(a refresher course for intermediates)

Are you interested in learning the basics of planned giving? Or are you looking to enhance your existing planned giving program? If so, please join us for a six-part, 15-hour program teaching the basics of planned giving (also known as legacy giving). 
 
The Northern California Planned Giving Council, in association with our event sponsor Crescendo Interactive, Inc., is proud to present the 2020 Planned Giving Basics Course. This introductory course features instruction from some of the most experienced planned giving practitioners in the Bay Area. Students will receive handouts and materials provided by each session instructor to use during the series and to keep as a reference. 

Each 2.5 hour session is interactive and will be presented online via RingCentral. While we are operating in a virtual world, opportunities to ask questions, have discussions, and become acquainted and network with fellow attendees will be made available for the best possible experience. All sessions will be live and will not be recorded; please ensure your availability on dates below before registering.

Course Details

All sessions will be held on Thursdays, 1:00pm - 3:30pm.

Session #1 - October 1, 2020
What is Planned Giving?  

Presented by Sindy L. Craig, JD, LL.M

Session #2 - October 8, 2020
Estate Planning Basics for Gift Planners
Session #3 - October 15, 2020 (with optional networking session from 3:30pm - 4:00pm)
Gifts Through Wills, Trusts & Beneficiary Designations and the Importance of Legacy Stewardship  

Presented by Art Stine, CSPG

Session #4 - October 22, 2020
Life Income Gifts
Presented by Jeffrey Woods

Session #5 - October 29, 2020

Planned Giving Marketing and What to Do When Your Donor Dies
Presented by Aviva Shiff Boedecker, JD

Session #6 - November 5, 2020 (with optional networking session from 3:30pm - 4:00pm)
Putting it All Together

Presented by Greg Lassonde, CFRE 

Registration Fees 

$150 - NCPGC Member

$215 - Nonmember

$245 - Register and Join (new members only)

With membership, you'll not only receive the discounted price to attend the Planned Giving Basics Course, but you'll also have discounted access to a host of lectures and lunches, along with NCPGC's annual conference. Become a member now.  

Registration deadline is September 28, 2020.

Registration is limited to 40 participants--register now!  

Questions? Contact NCPGC at info@ncpgcouncil.org.  

We look forward to seeing you!

Thank you to our Sponsor!