Become a 2025-2026 Sponsor! Join us Today.

The Southern California Council of Charitable Gift Planners (SoCalCGP) proudly celebrates 45 years of advancing philanthropy by empowering both nonprofit and allied professionals who guide donors and clients in their charitable giving. Through education, networking, and mentoring, we serve a dynamic community of charitable gift planners, attorneys, financial advisors, trust officers, and others who are committed to strengthening charitable giving. The result is deeper impact, more meaningful donor relationships, and a stronger return on investment for all involved.

With more than 200 members—including planned giving officers, major gift professionals, attorneys, CPAs, and wealth advisors—and a broader network of over 4,000 individuals engaged in our educational programs, SoCalCGP fosters a vibrant community across Southern California. Our reach spans San Diego, the Inland Empire, Orange County, Los Angeles County, and Santa Barbara and Ventura Counties.

This meaningful work is made possible through the generosity of our Annual Sponsors.

Your sponsorship directly supports our high-quality educational offerings, expands access to professional development, and builds valuable connections among attendees and sponsoring organizations. As a valued Annual Sponsor, you’ll have the opportunity to showcase your expertise, build brand visibility, and engage with nonprofit and allied professionals through a variety of signature events—including our Planned Giving 101 and 201 seminars, topical webinars, monthly programs, and the premier Western Regional Planned Giving Conference in May.

We invite you to partner with us as a 2025–2026 Annual Sponsor and help shape the future of charitable gift planning across our region.

William LaBore 

Director of Planned Giving, Loma Linda University Health

Sponsorship Chair 

 

Heidi Simpson-Sandoval

Planned Giving, Development & Communications, Doheny Eye Institute

Sponsorship Co-Chair 

 


Ready to become a sponsor?

Join here.

 

Want to meet our 2025/2026 sponsors?

Click here.


Download the sponsorship prospectus here, or flip through the pages below.


 

Our Signature Event:

Western Regional Planned Giving Conference (WRPGC) 


Get Ready for the WRPGC 2026: The Premier Gathering for Gift Planning & Nonprofit Leaders!

Mark your calendars for May 20–22, 2026, as we celebrate the 35th Annual Western Regional Planned Giving Conference. Our 2026 theme, Beyond Momentum: Innovation, Legacy, and Impact, reflects the bold ideas, lasting relationships, and shared expertise that define this conference. 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.

Annual sponsorship supports SoCalCGP’s programs throughout the entire fiscal year, and the conference is where your visibility takes center stage. Sponsors receive prominent recognition, a vendor table, and valuable opportunities to connect directly with a highly engaged audience of trusted advisors, charitable gift planners, and other decision-makers. We also invite sponsors to submit conference presentation proposals to share their expertise with attendees. Annual sponsorship supports SoCalCGP’s programs throughout the entire fiscal year, and the conference is where your visibility takes center stage. Sponsors receive prominent recognition, a vendor table, and valuable opportunities to connect directly with a highly engaged audience of trusted advisors, charitable gift planners, and other decision-makers. Sponsors are also invited to submit presentation proposals for consideration. (Please note that conference sessions will be selected based on several factors, including alignment with SoCalCGP values, proposal quality, relevance, and overall program balance.)

By supporting SoCalCGP, you are helping to strengthen the charitable gift-planning community and investing in the future of philanthropy across Southern California and beyond.

Danese Bardot, JD, CFRE

Senior Director of Development, Planned Giving, CSU Los Angeles

Conference Chair

Cris Lutz, CSPG, CAP® IPA

Assistant Vice President of Gift Planning, The Huntington

Conference Co-Chair & Immediate Past President

 

Frequently Asked Questions

1. Why sponsor SoCalCGP?
 
Partnering with SoCalCGP connects your firm or organization with a trusted network of professionals who guide individuals and families in shaping meaningful philanthropic legacies. Sponsorship aligns your brand with leaders in charitable gift planning, wealth management, law, and philanthropy across Southern California.
 
2. What is the return on investment?
 
Sponsorship delivers targeted visibility, meaningful relationship-building, and year-round brand reinforcement. You’ll deepen your connections with advisors, gift planners, attorneys, CPAs, and nonprofit leaders who influence charitable decision-making and drive innovation in the field.
 
3. What is SoCalCGP?
 
The Southern California Council of Charitable Gift Planners (SoCalCGP) is a 501(c)(3) nonprofit dedicated to advancing education, collaboration, and best practices in charitable gift planning. We bring together professionals across philanthropy, all types of nonprofits, law, and finance to strengthen charitable giving and the communities it supports.
 
4. What is the Western Regional Planned Giving Conference?
 
Held May 26 - 28, 2027, the Western Regional Planned Giving Conference is SoCalCGP’s flagship annual gathering, nationally regarded for its top-tier
professional development content, collaborative spirit, and highly engaged community. This year’s theme, Illuminating Impact: Guiding Generosity in Times of Change, showcases the ideas shaping the future of planned giving and philanthropy.
 
5. What do sponsors receive?
 
Sponsorship benefits vary by level and may include:
 
• Recognition on the SoCalCGP website, social media, and event app
• Logo placement in digital and print materials
• Vendor table opportunities at the Western Regional Conference
• Complimentary conference registration(s)
• Opportunities to introduce conference speakers or sessions
• Year-round visibility among gift planners, advisors, attorneys, CPAs, consultants, and nonprofit leaders
 
6. Can we sponsor just the conference?
 
Sponsorship with SoCalCGP is designed to maximize value. One annual sponsorship covers both year-round engagement and full recognition at the Western Regional Planned Giving Conference, including an exhibit table and conference visibility. You receive comprehensive benefits with a single commitment.