2025 Planned Giving Basics Course
Planned Giving Basics Course
A Six-Part Course for Beginners, A Refresher Course for Intermediates
A Six-Part Course for Beginners, A Refresher Course for Intermediates
The Northern California Planned Giving Council is proud to present the 2025 Planned Giving Basics Course. This 6-part 12-hour 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. Please ensure your availability on the dates below before registering. Register by August 29, 2025.
All sessions will be live and will not be recorded. Please ensure your availability on the dates below before registering. Register by August 29, 2025.
Course Details
September 4 - October 9, 2025
All sessions will be held via Zoom on Thursdays, 1:00pm - 3:00pm with the exception of Session 5 which is being held on Tuesday, September 30.
All sessions will be held via Zoom on Thursdays, 1:00pm - 3:00pm with the exception of Session 5 which is being held on Tuesday, September 30.
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Session #1 - September 5, 2025
What is Planned Giving? Presented by Sindy L. Craig, JD, LL.M Session #2 - September 11, 2025 Gift Planning Conversations: Facilitating Meaningful Gifts Presented by Jay Auslander Session #3 - September 18, 2025 Gifts Through Wills, Trusts & Beneficiary Designations and the Importance of Legacy Stewardship Presented by Jeanine Crider |
Session #4 - Tuesday, September 25, 2025
Doing Good by Doing Well: Life Income Gifts Presented by Jeffrey Woods Session #5 - Tuesday, September 30, 2025 Planned Giving Marketing and What to Do When Your Donor Dies Presented by Andy Ragone Session #6 - October 9, 2025 Putting it All Together Presented by David Russo |
Registration Fees
$150 - NCPGC Member
$215 - Non-member
REGISTRATION & MEMBERSHIP SPECIAL OFFER TO NEW MEMBERS ONLY!
$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.)
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
REGISTRATION & MEMBERSHIP SPECIAL OFFER TO NEW MEMBERS ONLY!
$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.)
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!