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Educational Programs

NCPGC offers several educational and networking opportunities each year including:

  • Virtual Luncheon Programs with speakers addressing a wide variety of topics affecting charitable gift planners
  • A Heidi Strassburger Masters Program for advanced gift planning professionals (virtual)
  • A Planned Giving Basics Course for beginners consisting of 12-hours of virtual instruction from experienced Bay Area planned giving practitioners
  • An in person Annual Planned Giving Conference offering several tracks and workshops - including fundamentals and advanced - and featuring both locally and nationally-known planned giving industry speakers
View detailed list of upcoming events HERE.
Heidi Strassburger Masters Program
Life Income Gifts: Best Practices to Streamline, Safeguard, and Succeed 
August 25, 2026 • 12:00 - 1:30 pm
Via Zoom

Presented by
Nicole Medeiros, CAP®
Client Relationship Team Lead,
Planned Giving BNY Wealth