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Planned Giving Basics Course 2015

The Northern California Planned Giving Council offers this introductory course in planned giving. This course offers 18 hours of instruction from experienced planned giving practitioners in the Bay Area.

Learn the basics of planned giving and obtain the tools to start your planned giving program in six sessions! The sessions are interactive and students receive personalized attention since class size is limited to only 40 students. In addition, students are encouraged to team up and review materials during and after the series. Students will also receive a course notebook filled with outlines and materials to use during the series and as reference later.
September 30-November 4, 2015
Wednesdays, 3:00pm-6:00pm
Week 1 - September 30, 2015
What is Planned Giving?
presented by
Aviva Shiff Boedecker, JD, Sharpe Group
  • Introduction and overview of course
  • Organizational readiness and willingness
  • Incorporating it in a development program
  • Staffing requirements
  • Accountability
Week 3 - October 14, 2015
Case-Centered Marketing
presented by
David Bonfilio, Canine Companions for Independence
  • Developing the case for planned giving
  • Buy-in from the board and staff
  • Customized marketing strategies
  • Timing issues
Week 5 - October 28, 2015
Estate Planning Issues
presented by
Robert Lew, Planning & Financial Advisors
  • How estate planning affects planned giving
  • Why gift planners should know the basics
  • Income and estate tax issues
  • Ethics and Model Standards of Practice
Week 2 - October 7, 2015
Establishing a Bequest Program
presented by
Art Stine, CSPG, The Salvation Army
  • Elements of a successful bequest program
  • How to market your program
  • Processing gifts and acknowledgements
  • Collateral materials: brochures, presentations, boilerplate documents
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Week 4 - October 21, 2015
Life Income Gifts
presented by
Phil Murphy,  Planned Giving Specialist
  • Understanding pooled income funds, charitable gift annuities, and charitable remainder trusts
  • When and how they are used
  • Calling in the experts
Week 6 - November 4, 2015
Putting It All Together
presented by
Greg Lassonde, CFRE, Legacy Giving Specialist/Consultant
  • Including the board, staff, and volunteers
  • Administrative policies, issues, compliance
  • Investment strategies and policies
  • Next steps for your program
Course Fees: Members – $225, Non-Members $275

Classroom Space Generously Donated by   Jewish Community Federation

Course Location:
​Jewish Community Federation
121 Steuart Street
San Francisco, CA

Contact Us

NCPGC
14814 Bronson Ave.
San Jose CA 95124
415-738-8438
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