SOUTHERN CALIFORNIA COUNCIL of
ANNUAL SPONSORSHIP PROSPECTUS 2023-2024 ABOUT SOCALCGP The newly renamed SoCal Council of Charitable Gift Planners celebrates its 43rd year in supporting the vital work of non-profits through education, networking, and mentoring to help improve planned giving programs and client services for local, regional, and national organizations. Our strength comes from the wide range of our regional members, including gift officers, attorneys, CPAs, wealth managers, and other trusted advisors. With over 170 members and growing, plus a network of nearly 4,000 gift planning professionals who have engaged with our educational content, SoCalCGP creates a unique community of professionals from Southern California, including the Inland Empire, Orange County, Santa Barbara and Ventura Counties, and Greater Los Angeles. Our important work would not be possible without the invaluable support of annual sponsors. Sponsorship directly enhances our educational offerings, while also increasing access and building new connections between attendees and partnering organizations. We ask you to consider joining our community by supporting our programming and activities in the 2023-2024 year as an Annual Sponsor. We invite you to join us as a recognized Annual Sponsor, to support our activities—including the introductory planned giving seminars PG101 and PG201, regular peer-to-peer mini roundtables, general membership meetings, social events and our acclaimed Western Regional Planned Giving Conference—to showcase your expertise and to meet peers and local industry leaders. Barbara Turman, CSPG Director, Gift Planning Academy Museum of Motion Pictures SoCalCGP Sponsorship Chair
Heidi Simpson-Sandoval Senior Wealth Advisor Serving HNW, UHNW, Family Offices and Nonprofit Organizations SoCalCGP Sponsorship Co-Chair