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  Northern California Planned Giving Council

Back to Basics!

Quick Links:
Join NCPGC
CGP Web Site

2019 Planned Giving Basics Course

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.


Session Descriptions:
First Session
Thursday, October 10, 2019
What is Planned Giving?

Sindy L. Craig, JD, LL.M

Second Session
Wednesday, October 16, 2019
Estate Planning Basics

Vivian Redsar, JD, LL.M. 

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)
Date:
October 10, 2019 - November 13, 2019

Time:
3:00 pm - 5:30 pm


Location:
The Jewish Community Federation & Endowment Fund 
121 Steuart Street
San Francisco, CA 941
05

Course Fees:
Members receive a $75 discount on the course.
Members - $225
Non-members - $300
Register and join - $320

Seating is limited to 40 participants.

Register Here

Contact Us

NCPGC
9630 Bruceville Road, #106-319
Elk Grove, CA 95757
415-738-8438
info@ncpgcouncil.org
© 2017-2023 Northern California Planned Giving Council                                   Website Hosted By LiveImpact
  • Home
  • About Us
    • Council History
    • 2023 Council Leadership
    • Donate
    • Get Involved
    • Recognition >
      • Hoffmire Award
      • Philanthropist Award
    • Privacy Policy
    • Contact Us
  • Membership
    • Join/Renew
    • Member Directory
    • Model Standards of Practice
  • Education
    • 2023 Upcoming Events
    • Heidi Strassburger Masters Programs
    • Programs History
    • Mentorship Program
    • Leave Your Legacy
    • Partner Events
  • 2023 Annual Conference
    • NCPGC 2023 Annual Conference
    • NCPGC 2023 Conference Schedule
    • NCPGC 2023 Conference Speakers
    • NCPGC 2023 Conference Sponsors