Planned Giving Roundtable of Southern California


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Membership

Prospective Members

Current Members

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(or go to ncpg.org)
Member Benefits
Dues and Membership Particulars
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Job Postings
Membership Directory
Mentor Program
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There are two options of membership in PGRT-SC:
I.	Member of the PGRT-SC council only - $50
II.	Member of both the National Committee on Planned Giving (NCPG) and the PGRT-SC council - $170

Member Benefits

Dues and Membership Particulars

The membership year is a twelve-month period, starting the month in which your dues are received. The annual dues are as follows:

▪	$50 Membership in PGRT-SC only
▪	$170 Membership in both PGRT-SC and NCPG

Memberships are for individuals and are not transferable; we do not offer corporate memberships. The membership cycle is on a 12-month basis and members are assigned an anniversary date; therefore, regardless of which month you join, you will receive benefits for a full 12 months.

PGRT-SC serves both the nonprofit and allied professional, whether new to the field or with many years of experience. Professional groups represented at the PGRT-SC include:

Nonprofit Members
▪	Planned Giving Officers and Directors
▪	Development Officers and Directors
▪	Trustees, Staff & Volunteers
Allied Professionals:
▪	Trust Officers
▪	Financial Planners
▪	Accountants
▪	Insurance Consultants
▪	Attorneys
▪	Investment & Banking Professionals

I.	Member of the PGRT-SC Council only
▪	Discounted registration to the general membership meetings and the Western Regional Planned Giving Conference
▪	Regular opportunities for professional education through presentations from industry leaders about timely planned giving issues at the general membership meetings and the Western Regional Planned Giving Conference
▪	Frequent opportunities for networking with other gift planners and allied professionals at the general membership meetings and the Western Regional Planned Giving Conference
▪	The PGRT-SC Bulletin (five issues per year)
▪	The PGRT-SC Membership Directory Request Directory
▪	The PGRT-SC Job Postings
▪	The PGRT-SC Mentor Program for new gift planning professionals
▪	Scholarship opportunities for the Western Regional Planned Giving Conference and the National Conference on Planned Giving
▪	Continuing education credits offered through the general membership meetings and the Western Regional Planned Giving Conference
▪	Participation with the Leave A Legacy program

II.	*Member of both the NCPG and* PGRT-SC Council:**
All of the above benefits apply in addition to the following benefits as a member of NCPG
▪	Discounted registration to the National Conference on Planned Giving
▪	The Journal of Gift Planning (quarterly publication)
▪	Gift Planner Update (monthly newsletter)
▪	NCPG Membership Directory (annual publication & online)
▪	Access to a web-based job posting service

The Model Standards of Practice for the Charitable Gift Planner is a voluntary code of professional conduct for gift planners and donor advisors. NCPG provides an Ethics Committee to address the concerns of individual members and to work with the councils to clarify and ratify the Model Standards. All councils affiliated with NCPG must ratify the Model Standards.