Call for Proposals for our 31st Annual Northern California Planned Giving Conference
Thank you for your interest in presenting at our 31st Annual Northern California Planned Giving Conference! Our conference is the premier opportunity to learn about planned giving, to connect with counterparts at other charities, to network with professional advisors, and to see friends, old and new.
Presenting at the 31st Annual Northern California Planned Giving Conference provides an opportunity to build your professional network and experience lifelong learning with partners and friends in the Northern California planned giving community. We invite you to submit a proposal to share your knowledge, experience and ideas with our wide audience.
Proposals will be considered for twelve - 1.25 hour breakout sessions, broken down into four tracks:
Submission Deadline
To submit a proposal, please complete and send the Proposal Application no later than February 14th, to [email protected].
Selection Process
Proposals are selected to ensure the Conference offers a comprehensive, nonpromotional, engaging, and diverse program. Proposals will be reviewed by the Annual Conference Committee. Selected presenters will be notified by March 1, 2024.
Presenting at the 31st Annual Northern California Planned Giving Conference provides an opportunity to build your professional network and experience lifelong learning with partners and friends in the Northern California planned giving community. We invite you to submit a proposal to share your knowledge, experience and ideas with our wide audience.
Proposals will be considered for twelve - 1.25 hour breakout sessions, broken down into four tracks:
- Fundamentals. This track is for individuals who are new to planned giving and charities who are considering launching a planned giving program.
- Cultivation & Administration. This track focuses on donor relationships, working with professional advisors, and gift and estate management and administration.
- Technical. This track is for experienced planned giving professionals and includes topics such as gifts of complex assets and advanced planning techniques.
- Special Topics in Planned Giving. This track allows us to select topics that are outside of the tried and true planned giving box. Past presentations in this track have included Diversity, Equity, and Inclusion; Engaging More Women Donors; and Engaging Senior Donors.
Submission Deadline
To submit a proposal, please complete and send the Proposal Application no later than February 14th, to [email protected].
Selection Process
Proposals are selected to ensure the Conference offers a comprehensive, nonpromotional, engaging, and diverse program. Proposals will be reviewed by the Annual Conference Committee. Selected presenters will be notified by March 1, 2024.