2024-2025 Sponsorship

The Southern California Council of Charitable Gift Planners (SoCalCGP) is proud to celebrate 44 years of empowering nonprofits through education, networking, and mentoring, and enhancing planning giving programs for organizations at all levels.

Our strength comes from members who work directly with thousands of donors and clients, helping them achieve their philanthropy dreams. With over 200 professionals who are members - including planned and major gifts officers, attorneys, CPAs, and wealth managers - and a growing network of about 4,000 engaged in our educational programs. SoCalCGP fosters a dynamic community across Southern California, including San Diego, the Inland Empire, Orange County, Los Angeles County, and Santa Barbara and Ventura Counties.

This important work is made possible by the generous support of our Annual Sponsors. Your sponsorship directly enhances our educational offerings, broadens access, and creates new opportunities for connection between attendees and partnering organizations. We invite you to join us as an Annual Sponsor for the 2024-2025 year, supporting our programming and activities.

As a recognized Annual Sponsor, you'll have the opportunity to showcase your expertise, connect with peers, and meet local industry leaders through our flagship events, including the introductory planned giving seminars PG101 and PG201, peer-to-peer roundtables, general membership meetings, regional mixers, and the renowned Western Regional Planned Giving Conference.

Heidi Simpson-Sandoval
Communications & Development, Doheny Eye Institute  SoCalCGP Sponsorship Chair

William LaBore
Planned Giving Officer, Loma Linda University Health, Sponsorship Co-Chair

 


SPONSOR TODAY


If you have questions about sponsorship, please email our sponsorship chair, Heidi Simpson-Sandoval.

DOWNLOAD THE SPONSORSHIP PROSPECTUS or view below.


About SoCalCGP Council Sponsorships

We value our sponsors and are committed to building meaningful partnerships. We’ve expanded our event programming, digital content, and recognition levels to highlight your services within our professional community.

With a broader reach across Southern California—from San Diego to Santa Barbara—your sponsorship offers even greater impact and value. We look forward to celebrating your partnership throughout the year.


         

 

 

SoCalCGP’s Signature Event:
Western Regional Planned Giving Conference


Get Ready for WRPGC 2024-2025: The Premier Gathering for Gift Planning & Nonprofit Leaders!

For over 30 years, the Western Regional Planned Giving Conference (WRPGC) has cemented its reputation as one of the most dynamic and impactful educational experiences for gift planners and allied professionals alike. The WRPGC 2024 delivered cutting-edge charitable planning strategies, breakthrough leadership insights, and innovative approaches to building more inclusive organizations – and it was an absolute smash hit. But 2025 promises to be even more extraordinary, and we need your energy, ideas, and passion to make it happen!

Mark your calendars for the 34th Annual WRPGC, happening May 21-23, 2025, at the Westin South Coast Plaza, 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.

Our Annual Sponsorships are designed to bring sponsors and attendees together like never before. By partnering with us, you’ll not only get to showcase your expertise and connect with the right people but also take the stage alongside some of the brightest minds in the field. Our model ensures sponsors can build meaningful connections that last beyond the conference.

Explore the sponsor benefits table and discover how the SoCalCGP Annual Sponsorship will help you engage and inspire attendees throughout WRPGC and beyond.

Join us for WRPGC 2025 – where the future of gift planning takes shape, and your impact begins.


 

Kimberly Jetton
President and Founder, Pleiades Nonprofit Advisors
Conference Chair

Danese Bardot, JD, CFRE
Senior Director of Development, CalState University
Conference Co-Chair