2022 Planned Giving Basics Course
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.
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
All sessions will be held on Thursdays, 1:00pm - 3:30pm
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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 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!
$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!
Thank You to Our Program Sponsors!
PRIMARY SPONSOR
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.