When

Thursday, September 29, 2022 at 1:00 PM PDT
-to-
Thursday, November 3, 2022 at 3:00 PM PDT
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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 
626-773-8030 
info@ncpgcouncil.org 
(September 29, 2022 - November 3, 2022) 
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, with our primary event sponsor, Crescendo Interactive, Inc., are proud to present the 2022 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 Zoom. 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 - September 29, 2022
What is Planned Giving?  

Presented by Sindy L. Craig, JD, LL.M

Session #2 - October 6, 2022
Gifts Through Wills, Trusts & Beneficiary Designations and the Importance of Legacy Stewardship  

Presented by Art Stine, CSPG

Session #3 - October 13, 2022 (with optional networking session from 3:30pm - 4:00pm)
Planned Giving Marketing and What to Do When Your Donor Dies
Presented by Aviva Shiff Boedecker, JD

Session #4 - October 20, 2022

Gift Planning Conversations: Facilitating Meaningful Gifts
Presented by Donna Bandelloni, CAP 

Session #5 - October 27, 2022

Doing Good by Doing Well: Life Income Gifts
Presented by Jeffrey Woods and Julie Carlevaro

Session #6 - November 3, 2022 (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 (regular value is $314) only available to individuals who have never been a member of NCPGC

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 27, 2022.

Registration is limited to 40 participants--register now!  

SPECIAL Register by September 13 and receive one complimentary registration to our September 15 presentation on 

Philanthropic Planning in the LatinX Community

 
All sessions will be live.  Please ensure your availability on the dates listed before registering.

 

Questions? Contact NCPGC at info@ncpgcouncil.org.  

We look forward to seeing you!

Thank you to our Sponsors!