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Become a SoCalCGP 2026-2027 Sponsor

For 46 years, the Southern California Council of Charitable Gift Planners (SoCalCGP) has brought together the professionals who help donors create lasting charitable impact. As a 2026–2027 Sponsor, you will support year round education, strengthen one of the nation’s most respected charitable gift planning communities, and build meaningful visibility with the professionals shaping philanthropy across Southern California and beyond.

SoCalCGP at a Glance

  • Recognized 501(c)(3) tax-exempt nonprofit
  • 46 years advancing philanthropy
  • 200+ members
  • 4,000+ professionals in our broader network
  • Serving Southern California, including San Diego, the Inland Empire, Orange County, Los Angeles County, Santa Barbara, and Ventura Counties
  • Year-round education, networking, mentorship, and leadership development
  • Home of the Western Regional Planned Giving Conference, one of the oldest conferences on Planned Giving!

Your sponsorship connects your organization with a highly engaged audience of charitable gift planners, attorneys, financial advisors, trust officers, CPAs, wealth advisors, nonprofit leaders, community foundations, and other trusted advisors, all while advancing education and collaboration across the profession. 

Save the Date – On May 26–28, 2027, SoCalCGP will host the 36th Annual Western Regional Planned Giving Conference, our flagship event, and the premier annual gathering for the charitable gift planning community.

Emma Welch, JD, CSPG
(she/her/hers)
Advisor Relations & Gift Planning Officer
California Community Foundation
Sponsorship Chair

Rudy Flesher CAP®, CEPA®
(he/him/his)
Regional Director, West
National Philanthropic Trust
Sponsorship and Conference Co-Chair

Cris Lutz, CSPG, CAP®, IPA
(she/her/hers)
Assistant Vice President of Gift Planning,
The Huntington
Conference Chair

Heidi Simpson-Sandoval
(she/her/hers)
Associate Director, Planned Giving, Development
& Communications, Doheny Eye Institute
President

 Ready to become a sponsor? Join here or download the prospectus for more details.

Our theme, Illuminating Impact: Guiding Generosity in Times of Change, reflects the clarity, purpose, and resilience that define this community. In a philanthropic and economic landscape that continues to shift, thoughtful and creative leadership has never been more important.

The conference brings together gift planners, trust and estate attorneys, wealth managers, and nonprofit professionals – a community united by a shared commitment to helping donors shape impactful, enduring legacies.

Visibility Takes Center Stage
At the Western Regional Planned Giving Conference, sponsors receive prominent recognition, a vendor table, and direct opportunities to connect with trusted advisors, charitable gift planners, nonprofit leaders, and other decision-makers.

Share Your Expertise
Sponsors are invited to submit conference presentation proposals for consideration, offering an opportunity to contribute insights on the issues, trends, and opportunities shaping charitable gift planning. Conference sessions are selected based on alignment with SoCalCGP values, proposal quality, relevance, and overall program balance.

Beyond professional expertise, what makes SoCalCGP special is the people. This is a warm, collaborative community of thought leaders who support one another as we navigate complexity, serve donors and clients, and strengthen philanthropy together.

Invest in the Future of Philanthropy
Your sponsorship helps strengthen the charitable gift planning community, expand access to professional development, and support the donors, advisors, and organizations shaping meaningful legacies.

By sponsoring SoCalCGP, you are investing in more than visibility. You are helping light the way forward for donors, advisors, and the organizations they champion. Join us.

Want to meet our 2025/2026 sponsors? Click here.

Could your organization host one of our educational sessions?

If you have hybrid event capabilities or an ideal venue setup, we’d love to collaborate!
Reach out to discuss hosting opportunities and help make our next educational program a success.

Frequently Asked Questions

1. Why sponsor SoCalCGP?
 
Partnering with SoCalCGP connects your firm or organization with a trusted network of professionals who guide individuals and families in shaping meaningful philanthropic legacies. Sponsorship aligns your brand with leaders in charitable gift planning, wealth management, law, and philanthropy across Southern California.
 
2. What is the return on investment?
 
Sponsorship delivers targeted visibility, meaningful relationship-building, and year-round brand reinforcement. You’ll deepen your connections with advisors, gift planners, attorneys, CPAs, and nonprofit leaders who influence charitable decision-making and drive innovation in the field.
 
3. What is SoCalCGP?
 
The Southern California Council of Charitable Gift Planners (SoCalCGP) is a 501(c)(3) nonprofit dedicated to advancing education, collaboration, and best practices in charitable gift planning. We bring together professionals across philanthropy, all types of nonprofits, law, and finance to strengthen charitable giving and the communities it supports.
 
4. What is the Western Regional Planned Giving Conference?
 
Held May 26 - 28, 2027, the Western Regional Planned Giving Conference is SoCalCGP’s flagship annual gathering, nationally regarded for its top-tier
professional development content, collaborative spirit, and highly engaged community. This year’s theme, Illuminating Impact: Guiding Generosity in Times of Change, showcases the ideas shaping the future of planned giving and philanthropy.
 
5. What do sponsors receive?
 
Sponsorship benefits vary by level and may include:
 
• Recognition on the SoCalCGP website, social media, and event app
• Logo placement in digital and print materials
• Vendor table opportunities at the Western Regional Conference
• Complimentary conference registration(s)
• Opportunities to introduce conference speakers or sessions
• Year-round visibility among gift planners, advisors, attorneys, CPAs, consultants, and nonprofit leaders
 
6. Can we sponsor just the conference?
 
Sponsorship with SoCalCGP is designed to maximize value. One annual sponsorship covers both year-round engagement and full recognition at the Western Regional Planned Giving Conference, including an exhibit table and conference visibility. You receive comprehensive benefits with a single commitment.