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For more than 40 years, the Southern California Council of Charitable Gift Planners (formally known as the Los Angeles Council of Charitable Gift Planners, the Partnership for Philanthropic Planning of Greater Los Angeles and the Planned Giving Roundtable of Southern California) has been promoting philanthropy by educating, connecting and inspiring gift planning professionals throughout Southern California. For gift planners in the non-profit sector, and allied professionals in financial, legal, and consulting services, SoCalCGP offers great value for your career development dollar.

Membership Benefits:

  • SoCalCGP is a network of locally based professionals addressing your key work priorities. As a member, you have access to our online membership directory that may be searched by name, area of expertise, geographic region, etc.
  • Members get discounted or free registration to SoCalCGP Events.
  • Our Member Listserv facilitates easy exchange of ideas and inquiries.
  • Access to member insights and expertise at a fraction of cost hiring professionals
  • Higher professional standing among peers and at your workplace at lower cost than other professional membership societies, further supported by national best practice standards.
  • Access to current insights, information, and practices as the field responds to the global issues like pandemics and generational shifts in donor patterns, including timely legislative updates and briefings from national players.
  • Online webinars on a variety of projects, including regular roundtable discussions for more detailed exploration of relevant fundraising topics.
  • In-depth presentations by recognized professionals and experts at four general meetings, including advanced topic seminars, mini round table discussions, general topic presentations, and networking.
    • General Membership Meetings are in January, March, September, and November.
  • Respected annual conference, the Western Regional Planned Giving Conference, with national speakers, focus-specific presentations and insights into donors, fundraising, planned giving priorities, and best practices.
    • Our 33rd Annual Western Regional Planned Giving Conference, including the Primer, will be from May 21-23, 2024 at the Westin South Coast Plaza.
  • Continuing education credits for sessions at more affordable costs.
    • SoCalCGP is a continuing education provider for CFRE, and MCLE credit by the State of California.
  • Access to job and career information, transitions, and skill building, with discounts for members posting jobs.
  • Training options for new field entrants and engagement with experienced professionals.
  • Networking and social events are open for members. In the past, these have taken the form of Hollywood Bowl Concerts, Trivia & Happy Hour Zooms, and outings coordinated in tandem with our annual conference.
  • Volunteer and leadership opportunities among peer professionals to build expertise and resilience in the field, the region, and the sector.
  • Our Mentor Program matches an experienced planned giving professional with someone new to the field or someone who is looking for guidance on a certain topic.
  • Members are eligible to apply for scholarship opportunities for the Western Regional Planned Giving Conference and the National Conference on Philanthropic Planning.

Membership Fees: (effective February 2022)

Annual Traditional Membership: $150

Annual Season Pass Membership: $300

Includes the benefits of a Traditional Membership, plus registrations for the next four general meetings after you join. Provides you the convenience of a single payment and $150 savings overall! Registrations are not transferable.
Join SoCalCGP

Click the button above to submit an application online, or here to download a pdf application.

Memberships are for individuals and are not transferable or refundable; 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.

SoCalCGP serves both the nonprofit and allied professional, whether new to the field or with many years of experience. Professional groups represented at SoCalCGP 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

SoCalCGP is affiliated with the National Association of Charitable Gift Planners (NACGP). Membership in NACGP is not included with SoCalCGP membership and SoCalCGP is not included with NACGP membership. You may join NACGP by accessing their website at: charitablegiftplanners.org.

The Model Standards of Practice for the Charitable Gift Planner is a voluntary code of professional conduct for gift planners and donor advisors. NACGP 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 NACGP must ratify the Model Standards.