Wednesday, September 26, 2018 at 3:00 PM PDT
Wednesday, October 31, 2018 at 5:30 PM PDT

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The San Francisco Foundation 
One Embarcadero Center
Suite 1400
San Francisco, CA 94111

Driving Directions 


Holly Wilkerson, Executive Director 
Northern California Planned Giving Council 
Basics Course (Sept. 26, 2018 - Oct. 31, 2018)
A 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 course begins on September 26 and ends on October 31, 2018.
Sponsored by the Northern California Planned Giving Council (NCPGC), this introductory course features instruction from some of the finest and most experienced planned giving practitioners in the Bay Area.

Each 2-1/2 hour session is interactive, and students receive personalized attention as class size is limited. Students also receive a course notebook filled with outlines and materials to use during the series and as a reference later. The course also provides students with a golden opportunity to become acquainted and to network, which can enhance their careers and job enjoyment.

The course costs $225 for NCPGC members and $275 for non-members. Join NCPGC and you'll not only receive the discounted price to attend the Basics Course, but you'll also have discounted access to a host of lectures and lunches, along with NCPGC's annual conference. Just register HERE

Questions? Contact Holly Wilkerson, NCPGC's Executive Director, at info@ncpgcouncil.org.

We're looking forward to seeing you!

Session Descriptions

First Session
Wednesday, September 26, 2018
What is Planned Giving?
Sindy Craig, JD, LLM
Director of Planned Giving, The San Francisco Foundation

Second Session
Tuesday, October 2, 2018
Estate Planning Basics
Randi B. Silverman, JD
Deputy Director, Office of Gift Planning, University of California, Berkeley

Third Session
Thursday, October 4, 2018
Gifts in Wills and Trusts
Art Stine, CSPG
Gift Planning Officer, American Red Cross

Fourth Session
Thursday, October 11, 2018
Case-Centered Marketing
David Bonfilio
National Director of Planned Giving, Canine Companions for Independence

Fifth Session
Wednesday, October 24, 2018
Life Income Gifts
Jeffrey Woods
Principal, Planned Giving Coach Consulting

Sixth Session
Wednesday, October 31, 2018
Putting it All Together
Greg Lassonde, CFRE
Principal, Legacy Program Specialists 

Seating is limited to 40 participants
Registration deadline is September 19, 2018
NOTE: A discount of $25 off each registration is being extended to organizations registering 4 or more attendees (use code NCPGC25 when registering)