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  Northern California Planned Giving Council

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CGP Web Site  

2022 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 2022 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 29, 2022 - November 3, 2022
​All sessions will be held on Thursdays, 1:00pm - 3:30pm

Session #1 - September 29
What is Planned Giving?
Presented by Sindy L. Craig, JD, LL.M

Session #2 - October 6
Gifts Through Wills, Trusts & Beneficiary Designations and
the Importance of Legacy Stewardship

​Presented by Art Stine, CSPG

Session #3 - October 13
​(with optional networking session from 3:30pm - 4:00pm)

​Planned Giving Marketing and 
​What to Do When Your Donor Dies
Presented by Aviva Shiff Boedecker, JD

Session #4 - October 20
 Gift Planning Conversations: Facilitating Meaningful Gifts
Presented by Donna Bandelloni, CAP

Session #5 - October 27
Doing Good by Doing Well: Life Income Gifts
Presented by Jeffrey Woods and Julie Carlevaro

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

Putting it All Together
Presented by Greg Lassonde, CFRE


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 [email protected] 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!



Thank You to Our Program Sponsors!

PRIMARY SPONSOR
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NCPGC is proud to present the 2022 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.
© 2017-2025 Northern California Planned Giving Council                                   Website Hosted By LiveImpact
  • Home
  • About Us
    • Council History
    • 2025 Council Leadership
    • Donate
    • Get Involved
    • Recognition >
      • Hoffmire Award
      • Philanthropist Award
    • Privacy Policy
    • Contact Us
  • Membership
    • Join/Renew
    • Member Directory
    • Model Standards of Practice
  • Education
    • 2025 Upcoming Events
    • Masters - 6/5/2025
    • Heidi Strassburger Masters Programs
    • Programs History
    • Leave Your Legacy
  • Sponsorship
  • 2025 Conference
    • 2025 Conference Schedule
    • 2025 Conference Speakers
    • 2025 Conference Sponsorship