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Join SoCalCGP and be part of a collaborative network dedicated to advancing gift planning and philanthropy.

The Southern California Council of Charitable Gift Planners (SoCalCGP), one of the nation’s largest and oldest councils affiliated with the National Council of Charitable Gift Planners, is a vibrant network of professionals dedicated to advancing philanthropy. Our members include charitable gift planners and trusted advisors — wealth managers, trust and estate attorneys, accountants, consultants, and more — all committed to helping donors achieve their philanthropic goals.

We offer valuable resources, including professional development and networking opportunities, research, and advocacy. With the support of our collaborative community, your membership ensures a meaningful return on investment.

Membership Benefits:

Members receive discounted registration to SoCalCGP events.

  • Attend educational sessions (formerly known as “general meetings”) across Southern California, as well as webinars, mixers, and roundtables featuring industry leaders, at discounted rates. Some programs are offered in collaboration with local estate planning councils and AFP chapters.
  • Receive a discounted membership rate for the Western Regional Planned Giving Conference, with national speakers and sessions for all experience levels.
  • Get timely legislative updates, sector insights, and best practices.
  • Connect with professionals through our searchable online directory and active Member Listserv.
  • Access affordable opportunities to earn CSPG, CFRE, and MCLE credits.
  • Discover job opportunities, post listings at discounted rates, and participate in our Mentoring Program.
  • Apply for scholarships to attend the annual Western Regional Planned Giving Conference and/or for a 12-month SoCalCGP membership. Members are also eligible to apply for scholarships for the National Association of Charitable Gift Planners annual conference.
  • Participate in volunteer and leadership opportunities among peer professionals.

Membership Fees (Effective February 2022)

  • Annual Traditional Membership: $150
  • Annual Season Pass Membership: $300

Enjoy all the benefits of a Traditional Membership, plus discounted registration for the next 12 months of educational sessions (formerly general meetings) after you join. The Los Angeles sessions are typically held on the third Thursday of January, March, September, and November, with other sessions and additional professional development opportunities offered throughout Southern California. The Season Pass offers the convenience of a single payment and $150+ savings! Please note that registrations are non-transferable.

Join SoCalCGP

Membership Application

Click the button above to submit an online application, or download a PDF application here. By submitting an online or mailed application, you consent to electronic transmission of all communications from SoCalCGP including but not limited to notice of meetings and votes; to withdraw this consent deliver a written notice to SoCalCGP at its mailing address listed at socalcgp.org.

Membership Details

  • Memberships are individual, not transferable or refundable.
  • We do not offer corporate memberships at this time.
  • Memberships are on a 12-month cycle, with an anniversary date assigned upon joining. Regardless of your join date, you will receive benefits for a full 12 months.

Who We Serve

SoCalCGP proudly serves professionals dedicated to advancing charitable gift planning and philanthropy, whether they work directly within nonprofit organizations or provide expert guidance to donors and clients. Our community includes:

  • Nonprofit Members: Charitable gift planning professionals, major gifts officers, advancement and development directors, and nonprofit leadership.
  • Trusted Advisors: Trust and estate attorneys, accountants, trust officers, wealth managers, fundraising consultants, investment and private banking professionals, and more.
  • Valued Sponsors: Representatives from private banks, law firms, asset management firms, community foundations, auction houses, planned giving marketing and software firms, and other leading organizations. Our sponsors are vital members of the SoCalCGP community, and we are deeply grateful for their critical philanthropic support.

Together, we foster collaboration and share knowledge to inspire impactful charitable giving.

Affiliation with NACGP

SoCalCGP is affiliated with the National Association of Charitable Gift Planners (NACGP). Please note that membership in NACGP is not included with your SoCalCGP membership, and vice versa. You may join NACGP directly by visiting their website at charitablegiftplanners.org.

Standards of Practice

SoCalCGP follows the Model Standards of Practice for the Charitable Gift Planner, a voluntary code of professional conduct for gift planners and donor advisors. NACGP has an Ethics Committee available to address member concerns and provide guidance on the Model Standards. All councils affiliated with NACGP are required to ratify these standards.