Thursday, October 10, 2019 at 3:00 PM PDT
Wednesday, November 13, 2019 at 5:30 PM PST

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The Jewish Community Federation & Endowment Fund 
121 Steuart Street
San Francisco, CA 94501

Driving Directions 


Holly Wilkerson, Executive Director 
Northern California Planned Giving Council 
Planned Giving Basics Course
(October 10, 2019 - November 13, 2019)

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 October 10, 2019 to November 13, 2019.
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, $300 for non-members and if you register and join NCPGC, the cost is only $320. 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. 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
Thursday, October 10, 2019
What is Planned Giving?  
Second Session
Wednesday, October 16, 2019
Estate Planning Basics
Third Session
Wednesday, October 23, 2019
Gifts Through Wills, Trusts & Beneficiary Designations and the Importance of Legacy Stewardship  

Art Stine, CSPG

Fourth Session
Wednesday, October 30, 2019
Life Income Gifts
Jeffrey Woods 

Fifth Session
Wednesday, November 6, 2019

Part I: Planned Giving Marketing
Part II: What to Do When Your Donor Dies
Aviva Shiff Boedecker, JD 

Sixth Session
Wednesday, November 13, 2019
Putting it All Together

Greg Lassonde 

Seating is limited to 40 participants

Registration deadline is October 7, 2019
NOTE: A discount of $25 off each registration is being extended to organizations registering 4 or more attendees (use code NCPGC25 when registering)