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MORE DETAILS COMING IN NOV/DEC 2024!


    
    

  • What:  Don’t miss your chance to learn from the best and brightest in the field of planned giving at the 2025 Western Regional Planned Giving Conference.
  • Who:  Non-profit planned giving/gift planning professionals, professional advisors, allied professionals, major gift officers, trust officers, attorneys, and many more!
  • Where:  Costa Mesa, California at the Westin South Coast Plaza.
  • When:  Tuesday, May 21 through Thursday, May 23, 2025.
  • Why:  The WRPGC is the perfect place for sponsors to promote their business to a captive audience of more than 250 non-profit gift planners and allied professionals.

Over the past 30+, 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 planners and allied professionals. Attendees select their sessions from three tracks, including advanced charitable gift planning techniques, best practices in nonprofit websites, and leadership strategies for inculcating diversity in our organizations. There’s something for everyone. See you there!

Kimberly Jetton
President and Founder, Pleiades Nonprofit Advisors
2025 Conference Co-Chair
Danese Bardot
Senior Director of Development, Planned Giving, CSU Los Angeles
2025 Conference Co-Chair
 

REGISTRATION FEES (coming Nov/Dec 2024!)

FULL CONFERENCE
(Tuesday through Thursday)

Early Bird (ends 3/15)

After March 15

Member

 

 

Non-Member

 

 

Register & Join

 

 

TUESDAY ONLY (Primer or Advanced Case Study + Reception)

Member 

 

 

Non-Member

 

 

WEDNESDAY ONLY

Member

 

 

Non-Member

 

 

THURSDAY ONLY

Member

 

 

Non-Member

 

 
 

Additional Details

Cancellation Policy:

A refund of full registration is permitted by submitting a written request to [email protected] no later than April 15, 2025. After April 15, 2025, a $50 administrative fee applies. SoCalCGP regrets that refunds will not be given for no-shows or cancellations after May 15, 2025.

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

Consent Clause

Photo Release

Registration and attendance at, or participation in, SoCalCGP 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 SoCalCGP 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
SoCalCGP will provide attendee contact information and email addresses to program sponsors and exhibitors. SoCalCGP does not sell attendee information. For those SoCalCGP events with program sponsors/exhibitors, you will have the option during registration to choose whether you wish to receive notifications and opportunities from the program sponsors/exhibitors via email or mail.

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

Continuing Education

SoCalCGP 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 [pending] hours of credit. Full participation in the WRPGC is applicable for [pending] points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

Continuing Professional Education (CPE) credits for CPAs through the California Board of Accountancy are self-reported and it is the attendees' obligation 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.