When

Thursday, October 12, 2023 at 1:00 PM PDT
-to-
Thursday, November 16, 2023 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 
626-773-8030 
info@ncpgcouncil.org 
(October 12, 2023 - November 16, 2023) 
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 event sponsor, Seiler, are proud to present the 2023 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 - October 12, 2023
What is Planned Giving?  

Presented by Sindy L. Craig, JD, LL.M

Session #2 - October 19, 2023
Gift Planning Conversations: Facilitating Meaningful Gifts
Presented by Donna Bandelloni, CAP 

Session #3 - October 26, 2023
Gifts Through Wills, Trusts & Beneficiary Designations and the Importance of Legacy Stewardship  

Presented by Jeanine Crider

Session #4 - November 2, 2023
Doing Good by Doing Well: Life Income Gifts
Presented by Jeffrey Woods 

Session #5 - November 9, 2023
Planned Giving Marketing and What to Do When Your Donor Dies
Presented by TBD

Session #6 - November 16, 2023 (with optional networking session from 3:30pm - 4:00pm)
Putting it All Together

Presented by David Russo

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 October 9, 2023.

Registration is limited to 40 participants--register now!  

 
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 Sponsor!