in association with Stelter

June 24-25, 2020

The 29th Annual Western Regional Planned Giving Conference is going virtual!

Wednesday, June 24

9:00 a.m. - 11:00 a.m.: Planned Giving Primer

  • Designed both as an entry point for those new to gift planning and as a refresher for seasoned practitioners, the Planned Giving Primer will again be led by Kimberley Valentine (LA Philharmonic) and Debbie Bills (City of Hope). Topics include the basics of bequest giving, life income gifts, gifts of appreciated assets, IRA rollovers as well as a look at moves management through the unique lens of planned giving.

Thursday, June 25

8:30 a.m. - 9:30 a.m.: Opening Address by Bill Stanczykiewicz, Director of The Fund Raising School, Indiana University, Lilly Family School of Philanthropy, who will speak on “The Latest Trends in Fundraising”

9:40 a.m. - 10:40 a.m.: Breakout Session I (participants can select one)

  • A panel discussion featuring Elizabeth Bawden (Withersworldwide), Stephanie Buckley (Wells Fargo) and Reynolds Cafferata (Rodriguez, Horii, Choi & Cafferata, LLP): “Fundraising During the Coronavirus Pandemic”
  • Brigit Kavanagh (Kavanagh Rhomberg LLP): "Leveraging Impact Investments for the Post COVID-19 Recovery"
  • Jeremy Stelter (The Stelter Company): “Planned Giving Marketing During & After COVID-19: A Chance to Pivot or Truly Change?”

10:50-11:50 a.m.: Breakout Session II (participants can select one)

  • Andy Ragone (Crescendo) and Jill Rode (Music Academy of the West): “Planting the Seeds for Tomorrow: Growing Your Legacy Societies”
  • Jane Peebles (Karlin & Peebles, LLP): “Retirement Planning and Life Income Gifts”
  • Bill Knox (TIAA Kaspick): “Common Gift Planning Mistakes”

Noon - 1:00 p.m.: Roundtable Networking Chat Rooms

  • What’s the WRPGC without some networking? Our final session will feature a number of Zoom chat rooms where participants will be randomly assigned a ‘room’ for a moderated talk with other attendees about the sessions that morning or other planned giving topics of interest.


To register by June 19, please click here.

  • Wednesday, June 24 Primer - $50
  • Thursday, June 25 Conference - $75 for members / $100 for non-members.

Register for both days and get a $25 discount off the total! All sessions include CEUs and access to the conference app for slides, networking, and intellectual exchanges.

If you are not currently a member, please add a Los Angeles Council of Charitable Gift Planners (LACGP) Membership to your registration!

Member benefits include:

  • A robust summer of offerings such as
    • bi-monthly webinars
    • virtual mini roundtables and
    • a legislative resource library
  • Our traditional schedule of general membership meetings when public events are again possible
  • A mentoring programming for both new and seasoned PG professionals
  • Networking opportunities throughout the year
  • PG 101 in the fall
  • Numerous volunteer opportunities to help keep LACGP strong and vibrant
  • And, of course, the 30th Annual Western Regional Planned Giving Conference in May 2021

LACGP is a nonprofit, membership organization that is a tremendous resource for the Southern California gift planning community. The nature of our work as gift planners will be changed by the experiences of 2020, and your membership enables LACGP to provide programming that will allow you to thrive in this challenging time.

Thank you to our sponsors!













In 1991, the Planned Giving Round Table of Southern California (PGRTSC), then the Partnership for Philanthropic Planning of Greater Los Angeles (PPP-LA), now the Los Angeles Council of Charitable Gift Planners (LACGP), started a conference called the Western Regional Planned Giving Conference (WRPGC). Today, the WRPGC is regarded as one of the premier Planned Giving conferences in the country. Participation and popularity has grown enormously with attendees as well as sponsors; including financial planners, accountants, gift planning and major gift officers, vice presidents, and directors of development.

Don’t miss the opportunity to be a part of our 29th Annual Conference. Experience first-hand why this conference consistently receives outstanding reviews.

Continuing Education Credits

The Los Angeles Council of Charitable Gift Planners is approved as a continuing education provider of MCLE credit by the State Bar of California; CPE continuing education credits for CPAs; CSPG continuing education credits for Planned Giving; CFRE continuing education credits for Fund Raising Executives. An application for continuing education credits for CFP® is submitted when the course content is within the CFP® Board guidelines.