2020 Planned Giving Basics Course
The Northern California Planned Giving Council, in association with our event sponsor Crescendo Interactive, Inc., is proud to present the 2020 Planned Giving Basics Course. This six-part, 15-hour introductory course teaches the basics of planned giving (also known as legacy giving) and features instruction from some of the most experienced planned giving practitioners in the Bay Area.
Each 2.5 hour session is interactive and will be presented online via RingCentral. While we are operating in a virtual world, opportunities to ask questions, have discussions, and become acquainted and network with fellow attendees will be made available for the best possible experience. Students will receive handouts and materials provided by each session instructor to use during the series and to keep as a reference. All sessions will be live and will not be recorded; please ensure your availability on the dates below before registering.
Each 2.5 hour session is interactive and will be presented online via RingCentral. While we are operating in a virtual world, opportunities to ask questions, have discussions, and become acquainted and network with fellow attendees will be made available for the best possible experience. Students will receive handouts and materials provided by each session instructor to use during the series and to keep as a reference. All sessions will be live and will not be recorded; please ensure your availability on the dates below before registering.
Course Details
October 1, 2020 - November 5, 2020
All sessions will be held on Thursdays, 1:00pm - 3:30pm
All sessions will be held on Thursdays, 1:00pm - 3:30pm
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Session #1 - October 1, 2020
What is Planned Giving? Presented by Sindy L. Craig, JD, LL.M Session #2 - October 8, 2020 Estate Planning Basics for Gift Planners Presented by Vivian Redsar, JD, LL.M. Session #3 - October 15, 2020 (with optional networking session from 3:30pm - 4:00pm) Gifts Through Wills, Trusts & Beneficiary Designations and The Importance of Legacy Stewardship Presented by Art Stine, CSPG |
Session #4 - October 22, 2020
Life Income Gifts Presented by Jeffrey Woods Session #5 - October 29, 2020 Planned Giving Marketing and What to Do When Your Donor Dies Presented by Aviva Shiff Boedecker, JD Session #6 - November 5, 2020 (with optional networking session from 3:30pm - 4:00pm) Putting it All Together Presented by Greg Lassonde |
Registration
$150 - NCPGC Member
$215 - Nonmember
$245 - Register and Join (new members only)
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.
Check out our Membership Benefits and join today!
The registration period for this event has closed.
$215 - Nonmember
$245 - Register and Join (new members only)
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.
Check out our Membership Benefits and join today!
The registration period for this event has closed.
Thank You to Our Program Sponsor!
NCPGC is proud to present the 2020 Planned Giving Basics Program in association with our generous program sponsor Crescendo Interactive, Inc. As a nonprofit organization operating in challenging times, Crescendo's continued support enables NCPGC to fulfill our mission of encouraging charitable giving, promoting knowledge of charitable gift planning, and raising the technical skills and professional competence of charitable gift planners. To learn more about Crescendo, please visit their website.