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ONLY THE SPONSORS AND HOTEL LINKS BELOW ARE LIVE - MORE DETAILS COMING IN NOV/DEC 2024!


    
    

Call for Proposals

Are you ready to help chart the course for the future of charitable gift planning? We invite you to share your expertise!

We are seeking proposals that align with our theme, directly or indirectly, and cover a wide range of charitable gift-planning topics for both newcomers and seasoned professionals. As one of the nation’s largest and oldest councils, serving one of the most diverse regions, we’re curating a conference that will be dynamic, engaging, insightful, and fun.

We invite all professionals in the field—planned giving and major gifts officers, wealth managers, attorneys, marketing experts, accountants, nonprofit executives, and more—to submit.

If you or someone you know is interested, please submit your proposal by November 29, 2024. Early submissions and multiple proposals are welcome!

Join us in charting the course for a new era in planned giving. We can’t wait to see your proposals and welcome you to the conference!

SUBMIT PROPOSAL

 


Get Ready for WRPGC 2024-2025: The Premier Gathering for Gift Planning & Nonprofit Leaders!

For over 30 years, the Western Regional Planned Giving Conference (WRPGC) has cemented its reputation as one of the most dynamic and impactful educational experiences for gift planners and allied professionals alike. The WRPGC 2024 delivered cutting-edge charitable planning strategies, breakthrough leadership insights, and innovative approaches to building more inclusive organizations – and it was an absolute smash hit. But 2025 promises to be even more extraordinary, and we need your energy, ideas, and passion to make it happen!

Mark your calendars for the 34th Annual WRPGC, happening May 21-23, 2025, at the Westin South Coast Plaza, Costa Mesa. As one of the largest regional planned giving events in the country, this conference draws hundreds of top nonprofit and allied professionals from across Southern California and the Western United States. It’s a rare and unbeatable opportunity to network, share ideas, and connect with key decision-makers who are shaping the future of philanthropy.

Our Annual Sponsorships are designed to bring sponsors and attendees together like never before. By partnering with us, you’ll not only get to showcase your expertise and connect with the right people but also take the stage alongside some of the brightest minds in the field. Our model ensures sponsors can build meaningful connections that last beyond the conference.

Explore the sponsor benefits table and discover how the SoCalCGP Annual Sponsorship will help you engage and inspire attendees throughout WRPGC and beyond.

Join us for WRPGC 2025 – where the future of gift planning takes shape, and your impact begins.


 

Kimberly Jetton
President and Founder, Pleiades Nonprofit Advisors
2025 Conference Co-Chair
Danese Bardot, JD, CFRE
Senior Director of Development, CalState University
2025 Conference Co-Chair
 

REGISTRATION FEES

FULL CONFERENCE
(Wednesday through Friday)

Early Bird (ends 3/15)

After March 15

Member

$595 

$675              

Non-Member

$695            

 $775

Register & Join

Coming soon!    

 Coming soon!

WEDNESDAY (Primer or Advanced Case Study + Reception)

Member 

$225           

$275 

Non-Member

$275           

$325 

THURSDAY, incl. Reception

Member

$375          

$425 

Non-Member

$475          

$525 

FRIDAY, incl. Brunch

Member

$325         

 $375

Non-Member

$425         

$475 

 

A 20% GROUP DISCOUNT FOR FIVE OR MORE REGISTRANTS IS AVAILABLE!         

Contact Alex at [email protected] for the discount code.

 

Additional Details

Cancellation Policy:

A refund of full registration is permitted by submitting a written request to [email protected] no later than April 15, 2025. After April 15, 2025, a $50 administrative fee applies. SoCalCGP regrets that refunds will not be given for no-shows or cancellations after May 15, 2025.

SoCalCGP reserves the right to change speakers and/or cancel an event due to unforeseen circumstances without penalty. The total amount of any liability of SoCalCGP will be limited to a refund of the attendee’s registration fee.

Consent Clause

Photo Release

Registration and attendance at, or participation in, SoCalCGP meetings and other activities constitute an agreement by the registrant to the use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videos, electronic reproductions, and recordings of such events and activities by SoCalCGP and other third parties (for example, sponsors). Your registration may include technology that monitors your activities throughout the meeting, such as session attendance.

Email/Mail Release
SoCalCGP will provide attendee contact information and email addresses to program sponsors and exhibitors. SoCalCGP does not sell attendee information. For those SoCalCGP events with program sponsors/exhibitors, you will have the option during registration to choose whether you wish to receive notifications and opportunities from the program sponsors/exhibitors via email or mail.

Mobile App Policy
As a knowledge-sharing community, the SoCalCGP Mobile App has features that allow fellow meeting attendees to know and contact each other. By participating in certain SoCalCGP events you grant SoCalCGP the right to upload your name, company, and company's primary address & phone number in your profile to the SoCalCGP Conference App, which will be available to registered attendees only.

Continuing Education

SoCalCGP is approved as a continuing education provider #3889 of MCLE credit by the State Bar of California and designates this activity for a maximum of [pending] hours of credit. Full participation in the WRPGC is applicable for [pending] points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

Continuing Professional Education (CPE) credits for CPAs through the California Board of Accountancy are self-reported and it is the attendees' obligation to select a course of study consistent with the CBA requirements. 

Certified Specialist in Planned Giving (CSPG) continuing education credits for Planned Giving are self-reported and the appropriate attendance certificate will be provided after the event.