2023-2024 Sponsorship

The Southern California Council of Charitable Gift Planners celebrates its 42nd 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 a Sponsor.

We invite you to join us as a recognized 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.

Heidi Simpson-Sandoval
Senior Wealth Advisor serving HNW, UHNW, Family Offices & Non-Profit Organizations, Sponsorship Co-Chair

Patience Boudreaux, CSPG, CFRE, MBA
Director of Planned Giving, Loma Linda University Health, Sponsorship Co-Chair


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

Download the sponsorship prospectus or view below.


About SoCalCGP Council Sponsorships

The Board Members of the SoCalCGP have embraced the moment of opportunity provided by the pandemic to reimagine our sponsorship program. Specifically, the relationships SoCalCGP has built over the years with its sponsors are not simply transactional but indicative of a true partnership.

As such, our recognition and benefits now reflect this relationship by acknowledging our sponsors throughout the entire fiscal year, instead of just at our annual conference. By broadening our digital content, event programming, and recognition opportunities, your sponsorship will support the diverse and inclusive work that we provide to all our members throughout the year. We welcome you to join us for this newly expanded opportunity.




SoCalCGP’s Signature Event:
Western Regional Planned Giving Conference

  • What:  Don’t miss your chance to learn from the best and brightest in the field of planned giving at the Western Regional Planned Giving Conference 2024.
  • Who:  Non-profit planned giving/gift planning professionals, professional advisors, allied professionals, major gift officers, trust officers, attorneys, and many more!
  • Where:  Costa Mesa, California at the Westin South Coast Plaza.
  • When:  Tuesday, May 21 through Thursday, May 23, 2024.
  • Why:  The WRPGC is the perfect place for sponsors to promote their business to a captive audience of more than 250 non-profit gift planners and allied professionals.

Over the past 30+, the Western Regional Planned Giving Conference (WRPGC) has earned a well-deserved reputation as one of the most stimulating and worthwhile educational opportunities for gift planners and allied professionals. Attendees select their sessions from three tracks, including advanced charitable gift planning techniques, best practices in nonprofit websites, and leadership strategies for inculcating diversity in our organizations. There’s something for everyone.

We'll see you there!

Jill Rode, CFRE
Director of Legacy Giving, Music Academy of the West
Conference Chair

Kimberly Jetton
President and Founder, Pleiades Nonprofit Advisors
Conference Co-Chair