SoCalCGP Educational Session

Thursday, March 13, 2025 | 8:00 AM - 11:00 AM (PDT)
Wong Kerlee International Convention Center | Loma Linda, CA

REGISTER HERE

Session 1 | Leveraging Artificial Intelligence and Analytics to Revolutionize Your Planned Giving Program

Join us to discover how City of Hope leveraged AI to unearth actionable insights from years of survey data, revolutionizing their approach to planned giving. By attending, you'll learn firsthand how a unique team (Data & Analytics specializing in only Planned Giving) was assembled to harness these advanced technologies, ultimately enhancing donor engagement and strategy to raise millions of dollars. This presentation will provide valuable lessons on integrating AI into your own practices, offering a glimpse into the future of data-driven philanthropy.

Shelley De Leon, Senior Director, Planned Giving Data & Analytics Planned Giving, City of Hope

Prior to working at City of Hope, Shelley worked at the Los Angeles Philharmonic and Caltech in their gift planning departments. Before her career in development, Shelley worked at several major law firms including Proskauer and Latham & Watkins doing business development and database management. Shelley received her Bachelor’s from Brown University and recently received her Masters of Science in Predictive Analytics from Northwestern University. For her capstone project, she led a team of six data scientists to build 17 predictive models to help guide annual fund, major giving, special events and planned giving efforts.

Session 2 | Gift Planning Roundtable: How Do We Thrive in 2025?

Join this interactive roundtable where we’ll explore timely topics in gift planning and fundraising. Participants will engage in small-group discussions on key challenges and strategies, with subtopics such as:

• Anything but That! – Redirecting donor conversations away from politics and other distractions.
• Where’s the Money? – Upgrading donors, securing pledges, and unlocking DAF funds.
• Ethics in Fundraising – Key ethical considerations in marketing, stewardship, and AI.
• Blended Gifts & Collaboration – Strategies for working across teams to secure larger gifts.
• Wabbit Season – Engaging donors during tax season and beyond.

Come ready to share, learn, and leave with actionable insights!

Abigail Oduol CFRE (she/her), Senior Development Officer, Planned Gifts

Abigail helps donors figure out their why and how to holistically connect to the mission and their values. She also helps fundraisers connect their DEI values to their day jobs through presenting and training others at places like AFP Icon, NACGP and various podcasts. She is a contributor to Community Centric Fundraising's website and enjoys connecting the superhero universe to fundraising. 

Schedule:

8:00 am – 8:30 am, Breakfast & Networking

8:30 am – 9:30 am, Session 1

9:30 am – 10:00 am, Networking

10:00 am – 11:00 am, Session 2

Fee:

$25 Members, $45 Nonmembers

Location:

Wong Kerlee International Convention Center
11175 Campus Street, Loma Linda, CA 92350
Room: Peterson C1124

REGISTER HERE

Cancellation Policy
SoCalCGP regrets that refunds will not be given for no-shows. A refund of full registration is permitted prior to an event by submitting a written request to [email protected].

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, including but not limited to the venue, sponsors, and destination organizations (i.e. CVBs). 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 partners and exhibitors of certain SoCalCGP events. The information provided to program partners and exhibitors will only be used to inform the attendee of promotions and networking opportunities with the program partners and exhibitors at the event. Attendee information is never given to any other parties. SoCalCGP does not sell attendee information. For those SoCalCGP events with program sponsors, you will have the option during registration to choose whether you wish to receive notifications and opportunities from the program sponsors via email or mail.

Continuing Education
SoCalcGP is approved for 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. 

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