How Does Membership Work?
There are two options of membership in the Northern California Planned Giving Council (NCPGCouncil):
1) as a Local only member of the NCPGCouncil
2) as a member of both the National Committee on Planned Giving (NCPG) and the local NCPGCouncil

What are the Benefits of Membership?
Local
The Northern California Planned Giving Council sponsors five luncheon meetings each year with speakers addressing a wide variety of topics affecting charitable gift planners. Meetings are held in San Francisco at the Ferry Building's World Trade Center Club in January, March, July, September and November - usually on the second Thursday of the month. The Council offers two Masters Programs for advanced gift planning professionals, and at least two Primer Programs for those newer to the field.

In addition, the Council hosts an Annual Planned Giving Conference offering both Advanced and Fundamentals tracks and featuring nationally-known speakers. The Conference is usually held in the Spring – stay tuned to this website (the Meetings & Events tab) for dates & details.

Members receive discounted registration to the luncheon meetings and Annual Conference. There are frequent networking opportunities with other gift planners and allied professionals at luncheon meetings and the annual conference

The Council also publishes a newsletter, encourages participation on committees including government and community relations, and produces a directory.

National
The National Committee on Planned Giving (NCPG), is composed of more than 109 local councils. NCPG provides several benefits:

  • A discount on the National conference
  • Monthly newsletter, highlighting such information as late-breaking news on legislation in Congress and Internal Revenue Service announcements
  • The National Committee's annual directory of members and occasional complimentary special reports.
  • In addition, the National Committee serves as a resource for its members nationwide. This includes hosting the popular charitable gift listserve Gift-PL (an e-mail list) and promoting legislation favorable to charitable giving on a national scale, among other projects.

The National Committee on Planned Giving handles dues collection for membership in both the National Committee on Planned Giving and also the local Council dues. For a 12-month period, dues for both National and the Northern California Planned Giving Council are $195 per year. National benefits include a subscription to The Journal of Gift Planning, a quarterly in-depth publication which features nationally prominent authors. NCPG and NCPGC membership is on an individual basis and is not transferable.

A “local only” dues option is available for $85 for 12 months to join local Northern California Planned Giving Council. Local only membership includes discounts on luncheon meetings and the annual conference; it also includes an invitation to the members-only Masters Programs. To join the Council, either in conjunction with National or the local Northern California council only, visit www.NCPG.org, choose Membership, and choose the “California Planned Giving Council, Northern”.

We look forward to having you participate as a member of The Northern California Planned Giving Council.


Click here to join using a credit card

Click here to download a Membership Application in PDF

Click here to download Model Standards for Charitable Gift Planners


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