|
Quick Links:
|
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 [email protected].
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)
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 [email protected].
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 94105 |
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. |