Who should attend?Most sessions are geared toward professionals with, at minimum, a basic understanding of gift planning tools and techniques, and many sessions are geared to senior level planners. However, foundational sessions are provided for fundraisers and advisors who are just beginning to build their expertise in philanthropic planning.
Continuing education credit:Conference sessions will be authorized for CFRE, CFP and California CLE hours to the fullest possible extent. Attendees at past conferences have successfully submitted conference materials for CLE approval in their own states.
JUMPSTART: Gift Planning Fundamentals:Back by popular demand, a pre-conference seminar is available to introduce novice planners to concepts and techniques that will be discussed during conference sessions.
