Menu
Log in
Forgot password

Log in
Forgot password

Upcoming events

  • State of Local Giving: Trends, Data & Impact

    • 10/23/2025
    • 12:00 PM - 1:00 PM
    • WEBINAR
    Register

    Brought to you from the Sacramento Region Community Foundation’s Philanthropy Summit, this session offers the same presentation shared at the Summit, with an opportunity for practical discussion and networking for planned giving professionals and nonprofit staff.

    Program Description
    Get a clear-eyed look at how philanthropy is shifting, nationally and in our own backyard, and consider how you can maximize your impact through strategic, community-connected giving. This session shares key data and trends in local giving and explores how philanthropists are responding in ways that make immediate and lasting impact.

     Meet Our Presenters

    Chelsea Fahr is the Senior Director of Philanthropy at the Sacramento Region Community Foundation, where she helps donors and fundholders achieve their philanthropic goals with care and impact. She joined the Foundation team in 2017. A UC Davis alumna, Chelsea has worked in Sacramento’s nonprofit sector for over a decade, including roles at the American Cancer Society and American Red Cross. A Certified Fund Raising Executive (CFRE), she currently serves as President of the Planned Giving Forum of Greater Sacramento and was named one of Sacramento Business Journal’s 40 Under 40 in 2023.

    Monica Haulman is the Associate Director of Programs at the Sacramento Region Community Foundation, where she leads learning and evaluation efforts and supports nonprofit capacity-building and community impact initiatives. Since joining the Foundation in 2018, Monica has led Big Day of Giving, the region’s annual giving day and nonprofit training program, and has helped grow national collaboratives to strengthen similar events across the country. Previously, Monica worked in international human rights. She holds both a Master of Public Health and a B.A. in Political Science from UC Berkeley and serves on the board of Stanford Settlement Neighborhood Center.


    This webinar is live and a video will be shared.

    A Zoom link will be sent out the day before the webinar.

    Member Registration – $15.00

    Non-Member Registration – $20.00

    Show details

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

2024 Programs

09/26/2024: Lessons from History: Reviewing Past Planned Gifts to Influence Future Successes with Brian Casey and Carrick Davis, U.C. Davis
07/25/2024: P.I.V.O.T. to Turn Planned Gift Inquiries into Planned Gifts with Karen Piel & Delinda Rood
05/23/2024: Data-Informed Gift Planning: Using Research to Help Donors and Improve Your Program with Joe Bull
04/25/2024: Who Can You Trust to be Your Trustee? Trust Department & Private Fiduciary Panel with Tammi Griswold, Alysia Corell and Walcott & Hartin
04/04/2024: Weaving Planned Giving Into Your Donor Conversations with Melanie J. Norton, Senior Philanthropic Advisor, US Bank
02/15/2024: Gift Acceptance Policies: A Call to Action! with Michael Davis, Senior Philanthropic Advisor, U.S. Bank

2023 Programs

12/21/2023: Annual Meeting and Holiday Mixer
10/19/2023: Negotiating for Success 2.0 with Michael T. Colatrella, Jr., McGeorge School of Law
09/21/2023: Philanthropy Always Sounds Like Someone Else: A Portrait of High Net Worth Donors of Color with Hali Lee, Radiant Strategies
08/17/2023: Empowering Non-Profits: Creative Strategies for Prospect Research and Planned Giving with Brian Casey, Carrick Davis, and Becky Cuneo, UC Davis
06/15/2023: Creating Donor Momentum with Sequential Marketing for Planned Gifts and Major Gifts of Assets with Andy Ragone, CGPP and Kimberly Jetton, Pleiades Nonprofit Advisors
05/18/2023: 10 Warning Signs of Alzheimer's with Alexandra Castillo-Weisgerber, LCSW, Alzheimer’s Association, Northern California & Northern Nevada Chapter
03/16/2023: Demystifying Estate Planning – Exploring the Myths and Realities of Proper Planning with Rebecca A. Gardner, HMS Law Group LLP
02/16/2023: Knives out! What You Need to Know About Trust and Estate Disputes with Jeff Galvin and Jake Smite, Downey Brand LLP

2022 Programs

11/17/2022: Annual Member Meeting with Michael T. Colatrella, Jr., McGeorge School of Law
10/20/2022: Making a Mark: How Donors Can Use Their Replacement Plans to Create a Charitable Legacy with Monika Reyes
09/15/2022: Planned Giving 101 Workshop with Craig Wruck
08/18/2022: Friends for Life: Stewarding Planned Gifts with Lisa M. Chmiola, M.S., CFRE ()*
04/21/2022: The Top Three Ways to Use Life Insurance in Charitable Planning with Paul M. Caspersen, CFP, MS, AEP ()*
03/17/2022: Doing DAFs Right & Why You Should be Leveraging DAFs to Achieve Long-Term Fundraising Success with David Russo and Lisa Barr ()*
02/17/2022: Family Foundations: The Next Generation with Vivian Long, Executive Director, Long Family Foundation ()*

2021 Programs

11/18/2021: CFRE, CSPG, CAP Fundraising Certifications: What's the Difference and What's Right for Me? A panel discussion
10/21/2021: Inside the Mind of the Planned Giving Donor: What Neuroimaging and Experimental Research Reveal About Donor Motivations
09/16/2021: Incorporating Planned Giving in your Year-end Giving Program
08/19/2021: The Future for Social Justice and Philanthropy
06/17/2021: Strengthening Your Virtual Ask
05/20/2021: Utilizing Transitions and Building Donor Understanding
04/15/2021: Qualification Essentials and the Use of Probing Questions
03/18/2021: Understanding Trends and Building Confidence

Note: Current Members can log-in to access past program materials.

Need help logging in? Contact: admin@pgfgsac.org

© 2025 ​Planned Giving Forum of Greater Sacramento
Elk Grove, CA 95624