Upcoming Programs and Events
Past Programs
Members: Log in to access past program materials for events marked with *
2023 Programs
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
- 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.