2023 Planned Giving Basics Course
Six-Part Course for Beginners
(a refresher course for intermediates)
(a refresher course for intermediates)
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 Northern California Planned Giving Council, with our event sponsor, Seiler LLP, are proud to present the 2023 Planned Giving Basics Course. This introductory course features instruction from some of the most experienced planned giving practitioners in the Bay Area. 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.
All sessions will be live and will not be recorded; please ensure your availability on dates below before registering.
The Northern California Planned Giving Council, with our event sponsor, Seiler LLP, are proud to present the 2023 Planned Giving Basics Course. This introductory course features instruction from some of the most experienced planned giving practitioners in the Bay Area. 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.
All sessions will be live and will not be recorded; please ensure your availability on dates below before registering.
Course Details
October 12, 2023 - November 16, 2023
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 12, 2023
What is Planned Giving? Presented by Sindy L. Craig, JD, LL.M Session #2 - October 19, 2023 Gift Planning Conversations: Facilitating Meaningful Gifts Presented by Donna Bandelloni, CAP Session #3 - October 26, 2023 Gifts Through Wills, Trusts & Beneficiary Designations and the Importance of Legacy Stewardship Presented by Jeanine Crider |
Session #4 - November 2, 2023
Doing Good by Doing Well: Life Income Gifts Presented by Jeffrey Woods Session #5 - November 9, 2023 Planned Giving Marketing and What to Do When Your Donor Dies Presented by TBD Session #6 - November 16, 2023 (with optional networking session from 3:30pm - 4:00pm) Putting it All Together Presented by David Russo |
Registration Fees
$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.)
Registration deadline is October 9, 2023.
Registration is limited to 40 participants—Register now!
All sessions will be live. Please ensure your availability on the dates listed before registering.
Questions? Contact NCPGC at info@ncpgcouncil.org.
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.)
Registration deadline is October 9, 2023.
Registration is limited to 40 participants—Register now!
All sessions will be live. Please ensure your availability on the dates listed before registering.
Questions? Contact NCPGC at info@ncpgcouncil.org.
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 Sponsor!
NCPGC is proud to present the 2023 Planned Giving Basics Program in association with our generous program sponsor Seiler LLP.