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  Northern California Planned Giving Council

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CGP Web Site  

2023 Planned Giving Basics Course

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Six-Part Course for Beginners
(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.

Course Details

October 12, 2023 - November 16, 2023
​All sessions will be held on Thursdays, 1:00pm - 3:30pm

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 Sindy L. Craig, JD, LL.M

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 [email protected] 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 [email protected]. 


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!

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NCPGC is proud to present the 2023 Planned Giving Basics Program in association with our generous program sponsor Seiler LLP. 
© 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
    • 2025 Planned Giving Basics Course
    • Heidi Strassburger Masters Programs
    • Programs History
    • Leave Your Legacy
  • Sponsorship
  • 2025 Conference
    • 2025 Conference Schedule
    • 2025 Conference Speakers
    • 2025 Conference Sponsorship