Older/Archived Programs: Members: Log in to access past program materials for events marked with *

2024 Programs

• September 26: Lessons from History: Reviewing Past Planned Gifts to Influence Future Successes with Brian Casey and Carrick Davis, U.C. Davis.
• July 25 (webinar): Data-Informed Gift Planning: Using Research to Help Donors and Improve Your Program with Karen Piel & Delinda Rood
• May 23 (webinar): Data-Informed Gift Planning: Using Research to Help Donors and Improve Your Program with Joe Bull
• April 25: Who Can You Trust to be Your Trustee? Trust Department & Private Fiduciary Panel with Tammi Griswold, Alysia Corell and Walcott & Hartin
• April 4 (webinar): Weaving Planned Giving Into Your Donor Conversations with Melanie J. Norton Senior Philanthropic Advisor, US Bank
• February: Gift Acceptance Policies: A Call to Action! with Michael Davis, Senior Philanthropic Advisor, U.S. Bank

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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