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Save the date for WRPGC 2027!

May 26 - 28, 2027, Westin South Coast Plaza, Costa Mesa, CA

Each year, we bring together leaders in philanthropy, law, and finance—gift planners, trust and estate attorneys, wealth managers, nonprofit professionals, advisors, and others—who work alongside individuals and families to shape impactful legacies.

Call for Session Proposals Now Open

We invite you to share your expertise!

Our theme, Illuminating Impact: Guiding Generosity in Times of Change, speaks to a pivotal moment for philanthropy. Legislative and tax changes, economic shifts, the Great Wealth Transfer, and evolving donor expectations are reshaping how individuals and families give.

We welcome proposals from charitable gift planners, trust and estate attorneys, wealth managers, philanthropy advisors, CPAs, and others who help donors plan and fulfill charitable gifts.

We’re seeking timely, practical, engaging sessions on topics such as:

  • Legislative, tax, and economic changes
  • Advisor and charitable gift planner collaboration
  • Gifts of real estate, business interests, securities, and other non-cash assets
  • Life-income gifts, including CGAs and CRTs
  • Pre-exit planning for business owners
  • Gift agreements, trust and estate administration
  • Gifts gone wrong—and lessons learned
  • Behavioral economics and donor decision-making
  • Planned giving impact, ROI, best practices, and emerging strategies

Submit your proposal(s) by December 1. 

Even if your proposal isn’t selected, we hope you’ll join us for a fantastic conference of learning, networking, and continuing education opportunities in Costa Mesa. We look forward to seeing you there!

SUBMIT PROPOSAL

 

Cris Lutz, CSPG, CAP®, IPA

Assistant Vice President of Gift Planning, The Huntington

2027 Conference Chair

Rudy Flesher CAP®, CEPA®

Regional Director, West, National Philanthropic Trust

2027 Conference Co-Chair

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.

SoCalCGP is a CFP Board CE Sponsor #973 and attendees may earn PENDING CE hours for successful completion of the Program (ID PENDING).

Participation in the WRPGC may assist you in learning or reviewing concepts covered on the Certified Fund Raising Executive (CFRE) examination. An application for PENDING continuing education points has been approved by CFRE International.

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.