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  Northern California Planned Giving Council

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2021 Planned Giving Basics Course

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​The Northern California Planned Giving Council with our primary event sponsor, Crescendo Interactive, Inc., is proud to present the 2021 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 Zoom. 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.

Course Details

September 23, 2021 - October 28, 2021
​All sessions will be held on Thursdays, 1:00pm - 3:30pm

Session #1 - September 23
What is Planned Giving?
Presented by Sindy L. Craig, JD, LL.M

Session #2 - September 30
Gift Planning Conversations: Facilitating Meaningful Gifts
Presented by  Donna Bandelloni

Session #3 - October 7
​(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 14
Life Income Gifts
Presented by Jeffrey Woods

Session #5 - October 21
​
Planned Giving Marketing and 
​
What to Do When Your Donor Dies
Presented by Aviva Shiff Boedecker, JD

Session #6 - October 28
​(with optional networking session from 3:30pm - 4:00pm)

Putting it All Together
Presented by Greg Lassonde

Registration

$150 - NCPGC Member
$215 - Non-member
$245 - Special Registration & Membership Offer* (Regular value is $314)
(*Only available for individuals who have never been a member of NCPGC. Please contact info@ncpgcouncil.org or call
626-773-8030.)


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!


REGISTER HERE

Thank You to Our Program Sponsor!

PRIMARY SPONSOR
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NCPGC is proud to present the 2021 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.
© 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
    • Luncheon Program - November 16, 2023
    • 2023 Planned Giving Basics Course
    • 2023 Upcoming Events
    • Heidi Strassburger Masters Programs
    • Programs History
    • Mentorship Program
    • Leave Your Legacy
    • Partner Events
  • 2023 Annual Conference
    • 2023 Annual Conference Photo Gallery
    • NCPGC 2023 Conference Speakers
    • NCPGC 2023 Conference Sponsors