Our History

The Southern California Council of Charitable Gift Planners (SoCalCGP) has a rich history in the region. Formerly 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, we evolved into SoCalCGP in 2023, joined by the Santa Barbara Council of Charitable Gift Planners, and in 2024, with the San Diego Planned Giving Partnership.

We are dedicated to integrity, excellence, and inclusion in charitable gift planning and philanthropy. The Los Angeles, Santa Barbara, and San Diego councils were pioneers in planned giving associations, offering networking and educational opportunities to professionals in Southern California for decades. Founded in 1980, LACGP was one of the first planned giving associations in the U.S., setting the standard for many others that followed. Its original mission was to serve the educational and networking needs of planned giving professionals from San Diego to Santa Barbara, making this transition to SoCalCGP a natural progression.

By uniting the expertise, resources, and connections of three former councils, we aim to further our shared goal of promoting best practices and expanding the reach and impact of charitable gift planning in the region. Today, as one of the largest councils affiliated with the National Association of Charitable Gift Planners, SoCalCGP aspires to be among the most innovative, inclusive, and dynamic councils in the country.

Our members include professionals from colleges, universities, hospitals, museums, libraries, botanical gardens, faith-based institutions, performing arts centers, animal welfare organizations, environmental groups, banks, trust companies, investment firms, law firms, and more. We maintain an active membership of gift planning and fundraising professionals, CPAs, trust and estate attorneys, wealth managers, and financial advisors.

SoCalCGP hosts four general meetings annually, the popular Western Regional Planned Giving Conference, an introductory planned giving seminar (PG101), round table conversations for peer-to-peer sharing, webinars, and social events.

We recognize that our success depends on the success of our members. Through education, research, and advocacy, we support and serve charitable gift planners in helping donors achieve their philanthropic dreams. Our board and volunteers are committed to promoting best practices and offering a broad range of innovative, accessible, and regionally focused educational and networking opportunities, both virtually and in person. We are excited about the future, and we hope that you will join us or continue being part of our SoCalCGP community.


Our Mission:

  • We are a community dedicated to increasing philanthropy through charitable gift planning
  • We are a definitive resource for charitable gift planning information
  • We are a network for building meaningful relationships within the Southern California philanthropy community
Past Presidents