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SAVE THE DATE!


Mark your calendars for the 35th Annual WRPGC, happening May 20-22, 2026, in 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.

Join us for WRPGC 2026 – 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, Cal State Los Angeles
2025 Conference Co-Chair
 

REGISTRATION FEES (TBD)

FULL CONFERENCE
(Wednesday through Friday)

Member

 

Non-Member

 

Register & Join SoCalCGP

 

WEDNESDAY ONLY (Primer or Advanced Case Study + Reception)

Member 

 

Non-Member

 

THURSDAY ONLY (includes Lunch & Reception)

Member

 

Non-Member

 

FRIDAY ONLY (includes Brunch)

Member

 

Non-Member

 

 

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

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

 

 

Additional Details

Cancellation Policy:

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.