2024 Planned Giving Basics Course
Six-Part Course for Beginners
(A Refresher Course for Intermediates)
(A Refresher Course for Intermediates)
The Northern California Planned Giving Council is proud to present the 2024 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-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.
All sessions will be live and will not be recorded.
Course Details
September 12 - October 17, 2024
All sessions will be held on Thursdays, 1:00pm - 3:00pm
All sessions will be held on Thursdays, 1:00pm - 3:00pm
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Session #1 - September 12, 2024
What is Planned Giving? Presented by Sindy L. Craig, JD, LL.M Session #2 - September 19, 2024 Gift Planning Conversations: Facilitating Meaningful Gifts Presented by Jay Auslander Session #3 - September 26, 2024 Gifts Through Wills, Trusts & Beneficiary Designations and the Importance of Legacy Stewardship Presented by Jeanine Crider |
Session #4 - October 3, 2024
Doing Good by Doing Well: Life Income Gifts Presented by Jeffrey Woods Session #5 - October 10, 2024 Planned Giving Marketing and What to Do When Your Donor Dies Presented by Aviva Shiff Boedecker Session #6 - October 17, 2024 Putting it All Together Presented by David Russo |
Registration Fees
$150 - NCPGC Member
$215 - Non-member
$260 - Special Registration & Membership Offer* (Regular value is $325)
(*Only available for individuals who have never been a member of NCPGC. Please contact [email protected] or call 626-773-8030.)
Registration closed 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!
$215 - Non-member
$260 - Special Registration & Membership Offer* (Regular value is $325)
(*Only available for individuals who have never been a member of NCPGC. Please contact [email protected] or call 626-773-8030.)
Registration closed 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!