PLANNED GIVING FORUM OF GREATER SACRAMENTO
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Upcoming Programs and Events

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Past Programs

Members: Log in to access past program materials for events marked with * 

2023 Programs

  • February:  Knives Out!  What You Need to Know About Trust and Estate Disputes with Jeff Galvin and Jake Smith, Downey Brand LLP 
  • March:  Demystifying Estate Planning - Exploring the Myths and Realities of Proper Planning with Rebecca A. Gardner, HMS Law Group LLP
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2022 Programs

  • February: Family Foundations: The Next Generation with Vivian Long, Executive Director, Long Family Foundation (*)
  • March: Doing DAFs Right & Why You Should be Leveraging DAFs to Achieve Long-Term Fundraising Success with David Russo, Senior Director of Planned Giving and Corporate Relations, Catholic Charities of Santa Clara County and Lisa Barr, Regional Director at National Philanthropic Trust (*)
  • April: The Top Three Ways to Use Life Insurance in Charitable Planning with Paul M. Caspersen, CFP®, MS, AEP® (*)
  • August: Friends for Life: Stewarding Planned Gifts with Lisa M. Chmiola, M.S., CFRE (*)
  • September: Planned Giving 101 Workshop with Craig Wruck
  • October: Making a Mark: How Donors can use their replacement plans to create a charitable legacy with Monika Reyes
  • November: Annual Member Meeting with Professor Michael T. Collatrella, Jr.

2021 Programs

  • March: Understanding Trends and Building Confidence
  • April: Qualification Essentials and the Use of Probing Questions
  • May: Utilizing Transitions and Building Donor Understanding
  • June: Strengthening Your Virtual Ask
  • August: The Future for Social Justice and Philanthropy
  • September: Incorporating Planned Giving in your Year-end Giving Program
  • October:  Inside the Mind of the Planned Giving Donor: What Neuroimaging and Experimental Research Reveal About Donor Motivations
  • November: CFRE, CSPG, CAP Fundraising Certifications: What's the Difference and What's Right for Me? A panel discussion

Note: members can log in to access these and more past program materials. Need help logging in? Contact admin@pgfgsac.org.
 PGFGS Administrator
Just Imagine
8859 Springhurst Drive
Elk Grove, CA 95624
 admin@pgfgsac.org
© 2023 ​Planned Giving Forum of Greater Sacramento
  • Home
  • Membership
    • Join or Renew Today!
    • Meet our Members
    • Ask an Expert
    • Member Log In
  • Programs & Events
  • Diversity Advancement Fellowship
  • About
    • Our Board
    • Sponsorship
    • Blog
    • Email Sign Up