(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 primary event sponsor, Crescendo Interactive, Inc., and supporter Seiler, are proud to present the 2021 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
All sessions will be held on Thursdays, 1:00pm - 3:30pm.
Presented by Sindy L. Craig, JD, LL.M
Presented by Donna Bandelloni, CAP
Presented by Art Stine, CSPG
Session #4 - October 14, 2021
Life Income Gifts
Presented by Jeffrey Woods
Planned Giving Marketing and What to Do When Your Donor Dies
Presented by Aviva Shiff Boedecker, JD
Presented by Greg Lassonde, CFRE
Registration Fees
$150 - NCPGC Member
$215 - Nonmember
$245 - Register and Join (regular value is $314) only available to individuals who have never been a member of NCPGC
Registration is limited to 40 participants--register now!
Questions? Contact NCPGC at info@ncpgcouncil.org.
We look forward to seeing you!