December 7, 2023                                                     

Annual Meeting & Holiday Mixer

As we come to the close of 2023, we invite you to our Annual Meeting & Holiday Mixer to share good cheer and celebrate accomplishments of the year.  Please join us as we raise a glass to outgoing president, Rebecca Thompson, Sutter Health, for leading the association through another successful year.
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PGFGS Members & Guests:  $15
Each attendee will receive a complimentary glass of wine and appetizers.  
Location:
Bailarin Cellars
720 K Street
Sacramento, CA 95814​

Fees:
PGFGS Member & Guests: $15
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Past Programs

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2023 Programs
  • December: Annual Meeting and Holiday Mixer​​
  • October: Negotiating for Success 2.0 with Michael T. Colatrella, Jr., McGeorge School of Law
  • ​September (Webinar): Philanthropy Always Sounds Like Someone Else: A Portrait of High Net Worth Donors of Color with Hali Lee, Radiant Strategies
  • August: Empowering Non-Profits: Creative Strategies for Prospect Research and Planned Giving with Brian Casey, Carrick Davis, and Becky Cuneo, UC Davis
  • June: Creating Donor Momentum with Sequential Marketing for Planned Gifts and Major Gifts of Assets with Andy Ragone, CGPP and Kimberly Jetton, Pleiades Nonprofit Advisors
  • May: 10 Warning Signs of Alzheimer's with Alexandra Castillo-Weisgerber, LCSW, Alzheimer's Association, Northern California & Northern Nevada Chapter
  • March: Demystifying Estate Planning - Exploring the Myths and Realities of Proper Planning with Rebecca A. Gardner, HMS Law Group LLP
  • February: Knives out! What You Need to Know About Trust and Estate Disputes with Jeff Galvin and Jake Smite, Downey Brand LLP

2022 Programs
  • November: Annual Member Meeting with Michael T. Colatrella, Jr., McGeorge School of Law
  • October: Making a Mark: How Donors Can Use Their Replacement Plans to Create a Charitable Legacy with Monika Reyes
  • September: Planned Giving 101 Workshop with Craig Wruck
  • August: Friends for Life: Stewarding Planned Gifts with Lisa M. Chmiola, M.S., CFRE (*)
  • April: The Top Three Ways to Use Life Insurance in Charitable Planning with Paul M. Caspersen, CFP, MS, AEP (*)
  • 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 (*)
  • February: Family Foundations: The Next Generation with Vivian Long, Executive Director, Long Family Foundation (*)


2021 Programs
  • November: CFRE, CSPG, CAP Fundraising Certifications: What's the Difference and What's Right for Me? A panel discussion
  • October:  Inside the Mind of the Planned Giving Donor: What Neuroimaging and Experimental Research Reveal About Donor Motivations
  • September: Incorporating Planned Giving in your Year-end Giving Program
  • August: The Future for Social Justice and Philanthropy
  • June: Strengthening Your Virtual Ask
  • May: Utilizing Transitions and Building Donor Understanding
  • April: Qualification Essentials and the Use of Probing Questions
  • March: Understanding Trends and Building Confidence
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