May 25-27, 2022 at the Westin South Coast Plaza


Over the past 30 years, the Western Regional Planned Giving Conference (WRPGC) has earned a well-deserved reputation as one of the most stimulating and worthwhile educational opportunities for gift planning and allied professionals. From advanced charitable gift planning techniques and best practices in nonprofit websites to leadership strategies for inculcating diversity in our organizations, WRPGC 2021 was a roaring success – but we need your help to make WRPGC 2022 even better.

After virtual conferences in 2020 and 2021, we are excited to return to an in-person experience on The Future of Fundraising! The 31st Annual WRPGC will take place May 25-27, 2022 at the Westin South Coast Plaza, Costa Mesa. As one of the largest regional planned giving conferences in the country, this annual gathering of more than 300 non-profit gift planners and allied professionals is a one-of-a-kind opportunity for your organization or company to connect with and receive the undivided attention of key decision-makers and gift planning leaders across Southern California and the Western United States.

Click here to see the list of registered attendees!

All attendees must show proof of vaccination OR negative COVID test taken within 72 hours. LACGP will be following the guidelines of the Orange County Health Care Agency. Thank you for your support and adherence to these guidelines which will help make LACGP's transition to in-person gatherings both smoother and safer!


(Wednesday's Primer or Masterclass, plus Thursday-Friday Programming)


Regular Fees







Non-Member Register & Join
($50 Savings)



(choice of Primer or Masterclass)























See Who's Going!

Last Updated May 16, 2022

  • Steven Adamian, University of La Verne
  • Letarik Amare, Radiant Strategies
  • Michael Andrulis, Providence Healthcare
  • Brittany Avila Wazny, Teddy Bear Cancer Foundation
  • Nichole Baker, Wells Fargo Philanthropic Services
  • Joe Baratta, Abell Auction Company
  • Philip Barker, St. Joseph Hospital Foundation
  • Lisa Barr, National Philanthropic Trust
  • Elizabeth Bawden, Withers Bergman, LLP
  • Nancy Baxter, Los Angeles Philharmonic
  • Helen Bechtolt, Huntington Hospital
  • Jessica Behmanesh, California Community Foundation
  • Ian Bell, The PNC Financial Services Group, Inc.
  • Susan Berkman, Susan Berkman, Attorney
  • Michele Bignardi, Netzel Grigsby Associates
  • Margita Blattner, Orange County Community Foundation
  • Patience Boudreaux, Loma Linda University Health
  • Valerie Bowman, Bowman Wealth Management,LLC
  • Brantley Boyett, Giving Docs
  • Carol Bradford Worley, California Community Foundation
  • Jade Bristol, Giving Docs
  • Stephanie Buckley, Wells Fargo Private Bank
  • Janice Burrill, JB Consulting
  • Reynolds Cafferata, Rodriguez, Horii, Choi & Cafferata LLP
  • Cynthia Campos, Providence Mission Hospital
  • Henri Cancio-Fitzgerald, PNC Institutional Asset Management
  • Helen Cheng, Withers Bergman LLP
  • Bobby Collier, American Cancer Society
  • Claudia Cortes, City of Hope
  • Michelle Cox, Villa Esperanza Services
  • Michael Davis, US Bank
  • Ken Dike, Clifford Swan Investment Counselors
  • Christopher Dukes, Providence
  • Karen Dunphy, The Archdioses of Los Angeles
  • Jim Eckel, Financial Advisors
  • Ed Edwin, Providence Southern California Foundation
  • Berivan Eisenhardt, California State University Dominguez Hills
  • Bob Fass, The Webb Schools
  • William Finestone, Blank Rome
  • James Flesher, National Philanthropic Trust
  • Mary Flores, CCS Fundraising
  • Kimberly Flowers, Atherton
  • Jonathan Forbes, Orangewood Foundation
  • Jeffrey Frye, PG Calc
  • Peggy Gala, Children's Hospital Los Angeles
  • Rebecca Gennaro, Wells Fargo
  • Adrienne Gibson, City of Hope
  • Zachary Gittlen, Guide Dogs of America & Tender Loving Canines
  • Genevieve Goetz, Los Angeles Philharmonic
  • Julia Grant, The San Diego Foundation
  • Jason Gross, UCLA
  • Cindy Harris, Team Rubicon
  • Jay Harvill, Methodist Hospital Foundation
  • George Hasbun, Clifford Swan Investment Counselors
  • Chria Hazlitt, Environmental Defense Fund
  • Christian Heldman, Legacy Leaders
  • William Hendry, SDS
  • Jennifer Henry, Links for Life
  • Mario Hess-Winburn, Occidental College
  • Holly Hight, Downtown Women's Center
  • Rosalind Hilman, City of Hope
  • Shelley Hurwitz, Holland and Knight LLP
  • Lindsey Jacobs, Chapman University
  • James Jacobs, Claremont McKenna College
  • Kimberly Jetton, Orange Catholic Foundation
  • Chris Johnsten, LA Opera
  • Linda Jones, Providence St Joseph Health
  • Marina Katsnelson, City of Hope
  • Melanie Keilholtz, UC Berkeley
  • Jean Kim, Merrill Private Wealth Management
  • Debra King, Providence Saint Joseph Foundation
  • Monica Krieger, Environmental Defense Fund
  • Elizabeth Kurila, Segerstrom Center of the Arts
  • Hali Lee, Radiant Strategies
  • Aaron Levinson, Los Angeles Jewish Home
  • Carí Lewis, California Philanthropic Consulting
  • Susan Looney, BNY Mellon
  • Cris Lutz, The Huntington Library, Art Museum, and Botanical Gardens
  • Marcail MacEwan Murillo, UC San Diego
  • Jennifer Maqueda, Clifford Swan Investment Counselors
  • Jose Marquez, Inland Empire Community Foundation
  • Brian Martorana, American Cancer Society
  • Michelle Matson, HumanGood
  • Kevin Matthes, Legacy Leaders
  • Linda Mazur, Pomona College
  • Lee McCabe, Providence St Joseph Health Foundation
  • Darlene McCord-Ochoa, The American College of Financial Services
  • Christopher Mcgurn, The PNC Financial Services Group, Inc.
  • Elizabeth McKibbin, Orange County Community Foundation
  • Charles McLucas, Charitable Trust Administrators, Inc.
  • Barbara McLucas, Charitable Trust Administrators, Inc.
  • Jessica Merkner, University of Oregon School of Law
  • Karl Mill, Mill Law Center
  • Alina Mircea-Trotz, California State University, Long Beach
  • David Moore, Chapman University
  • Elizabeth Morton, Meals on Wheels Orange County
  • Brandon Mulder, UC Riverside
  • Paula Myles, Inland Empire Community Foundation
  • Abigail Oduol, Earthjustice
  • Mary Ordog, Public Media Group of Southern California
  • Nicole Ouellette, Harvey Mudd College
  • Corey Pahanish, Teddy Bear Cancer Foundation
  • Dan Parker, State Street Global Advisors
  • Gioia Pastre, Villa Esperanza Services
  • Lorena Patlán, The Huntington Library, Art Museum, and Botanical Gardens
  • Jane Peebles, Karlin & Peebles, LLP
  • June Penrod, City of Hope
  • Tim Peters, Union Rescue Mission
  • Kate Phelan, U.S. Bank Private Wealth Management
  • Cameron Pinckney, Harvard Westlake School
  • Katrina Pipasts, Northern Trust
  • Audra Platz, South Coast Botanic Garden Foundation
  • Claudia Preza-Marin, SOAR!
  • Bridgette Pruitt, American Institute for Philanthropic Studies
  • Andy Ragone, Crescendo Interactive, Inc.
  • Ngan Raskin, TIAA Endowment & Philanthropic Services
  • Susan Reardon, Los Angeles Philharmonic Association
  • Marisa Reyes, Harvey Mudd College
  • Arlene Reyes, CSULB Research Foundation
  • Gail Robson, American Cancer Society
  • Jill Rode, Music Academy of the West
  • Ervin Rodriguez, UCLA
  • Ray Rotolo, Claremont McKenna College
  • Hart Roussel, Cal State Fullerton
  • Michael Ruff, J. Paul Getty Trust
  • Grace Russak, Northern Trust
  • Amina Saeed, River Valley Law Firm
  • Jan Saiget, Children's Hospital Los Angeles
  • Robin Sauldsberry, UCLA
  • Beth Savage, International Rescue Committee
  • Lauren Piller Scott Maxwell, Thomas More Society
  • Sandra Serna, Rodriguez, Horii, Choi & Cafferata LLP
  • Lily Shin, Pitzer College
  • Heidi Simpson-Sandoval, BNY Mellon
  • Daniel Sims, Daniel Sims Consulting Group
  • Erica Sitko, LA Phil
  • Shaun Skeris, BNY Mellon
  • Christopher Smith, CCS Fundraising
  • Sophia Sose, Clifford Swan Investment Counselors
  • Linda Spuck, Linda Spuck Consulting
  • Nathan Stelter, The Stelter Company
  • Michelle Stoddard, San Antonio Hospital Foundation
  • Emily Stork, The ALS Association Golden West Chapter
  • William Strickland, City of Hope
  • Sherry Sullivan, Providence
  • Anne Thomas, CCS Fundraising
  • Crystal Thompkins, BNY Mellon Planned Giving
  • Anthony Todarello, Claremont Graduate University
  • Sireth Torres, California State University, Long Beach
  • Barbara Turman, Academy Museum of Motion Pictures
  • David Udall, Eastern Arizona College Foundation
  • Joni Ukegawa, Hoag Hospital Foundation
  • Kimberley Valentine, Frank Lloyd Wright Foundation
  • Sandy VandenBerge, Torrance Memorial Foundation
  • Mariana Vargas, ALSAC/St. Jude Children's Research Hospital
  • Katherine Villasenor, Harvard-Westlake School
  • Carlos Villegas, State Street Global Advisors
  • Elise Wald, UC San Diego
  • P. Vien Walker, Cal State San Marcos
  • Amy Walling, San Diego State University
  • Joseph Ward, City of Hope
  • Richard Watkins, Los Angeles Philharmonic Association
  • Fred Weber, Northern Trust Company
  • Michael Wegge, Independent Capital Management
  • Kim Wenrick, UC San Diego
  • John Werner, MUFG Union Bank, NA
  • David Wheeler Newman, Mitchell, Silberberg & Knupp LLP
  • Teresa Wilmott, Scripps College
  • Lloyd Wong, Clifford Swan Investment Counselors
  • Uyen Wong, City of Hope
  • Helen Woodall, The PNC Financial Services Group, Inc.
  • Molly Ann Woods, Mental Health America of Los Angeles
  • Celine Wyman, Karlin & Peebles, LLP
  • Lauren Yamaoka, The Fuller Foundation
  • Dien Yuen, The American College of Financial Services
  • Jiesi Zhao, UCLA


Additional Details

The Los Angeles Council of Charitable Gift Planners is approved as a continuing education provider of MCLE credit by the State Bar of California; CPE continuing education credits for CPAs; CSPG continuing education credits for Planned Giving; CFRE continuing education credits for Fund Raising Executives. An application for continuing education credits for CFP® is submitted when the course content is within the CFP® Board guidelines. 

Cancellation Policy:
LACGP regrets that refunds will not be given for no-shows. A refund of full registration is permitted prior to an event by submitting a written request to [email protected]

LACGP reserves the right to change speakers and/or cancel an event due to unforeseen circumstances without penalty. The total amount of any liability of LACGP will be limited to a refund of the attendee’s registration fee.

Consent Clause

Photo Release

Registration and attendance at, or participation in, LACGP meetings and other activities constitute an agreement by the registrant to the use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videos, electronic reproductions, and recordings of such events and activities by LACGP and other third parties (for example, sponsors). Your registration may include technology that monitors your activities throughout the meeting, such as session attendance.

Email/Mail Release
LACGP will provide attendee contact information and email addresses to program partners and exhibitors. LACGP does not sell attendee information. For those LACGP events with program partners/exhibitors, you will have the option during registration to choose whether you wish to receive notifications and opportunities from the program partners/exhibitors via email or mail.

Mobile App Policy
As a knowledge-sharing community, the LACGP Mobile App has features that allow fellow meeting attendees to know and contact each other. By participating in certain LACGP events you grant LACGP the right to upload your name, company and company's primary address & phone number in your profile to the LACGP meeting App, which will be available to registered attendees only.

Continuing Education
The Los Angeles Council of Charitable Gift Planners is approved as a continuing education provider #3889 of MCLE credit by the State Bar of California and designates this activity for a maximum of 12.25 hours of credit. LACGP is also an approved provider of CFRE continuing education credits for Fund Raising Executives. An application for continuing education credits for CFP® is submitted when the course content is within the CFP® Board guidelines.

Continuing Professional Education (CPE) credits for CPAs through the California Board of Accountancy are self-reported and it is the obligation of each licensee to select a course of study consistent with the CBA requirements. 

Certified Specialist in Planned Giving (CSPG) continuing education credits for Planned Giving are self-reported and the appropriate attendance certificate will be provided after the event.