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Thank you for joining us at the 2026 Western Regional Planned Giving Conference!

It was wonderful to spend three days together with so many dedicated professionals who care deeply about charitable gift planning and the impact it creates. Whether you joined us as a speaker, sponsor, volunteer, or attendee, thank you for being part of what made this year’s conference so special.

From the educational sessions to the conversations between sessions, we were inspired by the ideas, experiences, and generosity shared throughout the conference. One of the best parts of our annual conference is the opportunity to connect with colleagues and professional advisors who understand the importance of helping donors create impactful and lasting legacies.

Community, collaboration, and shared purpose are at the heart of SoCalCGP, and we are grateful for the time, energy, and expertise all the conference participants brought to the conference.

Thank you again for being part of the 35th annual conference. We hope to see you again at the Westin South Coast Plaza on May 26–28, 2027. 

With Gratitude,

Danese Bardot, JD, CFRE, IPA
Senior Director of Development
Planned Giving, University Advancement
California State University, Los Angeles
2026 Conference Chair

Cris Lutz, CSPG, CAP®, IPA
Assistant Vice President of Gift Planning
The Huntington
2026 Conference Co-Chair and Immediate Past President

 

  • Speakers: Meet our 2026 presenters.
  • Schedule: 20 breakout sessions, three keynotes, one planned giving primer, one advanced case study, and more!
  • Sponsors: Learn about the firms and organizations supporting SoCalCGP.
  • Membership: Join SoCalCGP and be part of a collaborative network dedicated to advancing gift planning and philanthropy.

 

Additional Details

Cancellation Policy:

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 14.0 hours of credit. Full participation in the WRPGC is applicable for 14.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

SoCalCGP is a CFP Board CE Sponsor #973 and attendees may earn 14.00 CE hours for successful completion of the Program (ID 346831).

Participation in the WRPGC may assist you in learning or reviewing concepts covered on the Certified Fund Raising Executive (CFRE) examination. An application for 12.0 continuing education points has been approved by CFRE International.

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.