How Does Membership Work?
There are two options of membership:
- Local-Only membership: You may join the Northern California Planned Giving Council, or
- National and Local membership: You may join BOTH the local council (NCPGC) AND the national organization (Partnership for Philanthropic Planning (formerly the National Committee on Planned Giving)).
What are the Benefits of Membership?
The Northern California Planned Giving Council sponsors several educational events each year. Please view the Calendar of Events page for information on the following offerings:
- 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 Banker's Club in January, March, June, September and November - usually on the second Thursday of the month.
- Five Primer Programs for those newer to the field. Programs are held before each luncheon meeting.
- Masters Programs for advanced gift planning professionals.
- Basics Course - a six-part basics course which includes 18 hours of instruction from experienced planned giving practitioners in the Bay Area.
- Five Virtual Seminars presented by nationally known planned giving professionals.
- Annual Planned Giving Conference offering Advanced, Intermediate, and Fundamentals tracks and featuring nationally-known speakers. The Conference is usually held in the Spring.
Members receive discounted registration to all programs - including the 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 an e-newsletter and encourages participation on committees including government and community relations.
The Partnership for Philanthropic Planning (PPP) (formerly National Committee on Planned Giving (NCPG)), is composed of more than 100 local councils. PPP provides several benefits:
- National Conference on Philanthropic Planning - discounted registration
- Web-based Virtual Seminars - discounted registration
- Barron Publishing - 10% discount on company products
- Gift-PL - e-mail discussion list participation
- Gift Planner Profile - survey data on salaries and demographics of the profession
- Gift Planner Update - monthly e-newsletter
- The Journal of Gift Planning®, quarterly magazine
- Online Library - access to full text of The Journal of Gift Planning® articles and conference papers
- Online Directory of Partnership Members - searchable by name, organization and location
- pals™ - the online search service for gift planning jobs
- Research Links - studies related to gift planning conducted by Partnership and other national groups
- A “local only” dues option is available for $85 for 12 months to join the local Northern California Planned Giving Council. Local only membership includes discounts on all programs and the annual conference; it also includes an invitation to the members-only Masters Programs. To join the Council, either in conjunction with PPP or the local Northern California council only, visit www.PPPNet.org, select Membership, and then “Northern California Planned Giving Council.”
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
