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 SCHOLARSHIP APPLICATION

The Southern California Council of Charitable Gift Planners (SoCalCGP) is committed to ensuring our educational programs are accessible to members. Recognizing that professional development budgets may be limited, we are pleased to offer a select number of scholarships for the Western Regional Planned Giving Conference, taking place May 20–22, 2026 at the Westin South Coast Plaza.

Scholarship applications are due April 1, 2026. Note that scholarships are for conference registration only, not hotel or travel expenses.

Recipients will be notified no later than April 15, 2026.

Only one individual from an organization may be awarded a scholarship.

I learned so much from the Western Regional Planned Giving Conference, from drafting a gift acceptance policy, to setting up a marketing campaign and qualifying donor leads. I recommend this conference for any development professional, not just planned giving officers. Thanks SoCalCGP for the opportunity—I will definitely be back!

– Katie Tilford, Assistant Director, Theodore Payne Foundation for Wild Flowers & Native Plants

 

Scholarship Criteria

Applicants must meet at least one of the criteria below. If the awardee is not a current SoCalCGP member, they are expected to join ($150/year) before receiving the complimentary registration as part of the scholarship:

  • An employee of a not-for-profit organization.
  • Working in an allied profession (attorney, financial planner, accountant, etc.).
  • Currently seeking employment in any of the above fields.
  • A board member or other volunteer at a not-for-profit organization.

Applicants should provide a brief statement (1-2 paragraphs) describing how conference participation will be beneficial to the applicant and/or their organization. We also ask scholarship recipients to volunteer within the organization in some capacity. Volunteer service (to be mutually agreed upon) will commence upon acceptance of the scholarship. Volunteer opportunities include but are not limited to: 

  • Western Regional Planned Giving Conference Committee
  • Membership Committee
  • Sponsorship Committee
  • Marketing & Communications Committee
  • Planned Giving 101 Committee
  • Programming & Education Committee
  • Serving as a Mentor

How to Apply

Click here to submit an online application by the end of the day on April 15.

Questions?

If you have any questions and/or need any additional information, please contact the SoCalCGP office at 949-715-5400 or [email protected].

 

APPLY TODAY!

 

Additional Details

Cancellation Policy:

A refund of full registration is permitted by submitting a written request to [email protected] no later than April 15, 2026. After April 15, 2026, a $50 administrative fee applies. SoCalCGP regrets that refunds will not be given for no-shows or cancellations after May 15, 2026.

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 14.0 hours of credit. Full participation in the WRPGC is applicable for 14.0 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 14.00 CE hours for successful completion of the Program (ID 346831).

Participation in the WRPGC may assist you in learning or reviewing concepts covered on the Certified Fund Raising Executive (CFRE) examination. An application for 14.0 continuing education points is pending approval 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.