The Southern California Council of Charitable Gift Planners (SoCalCGP) is dedicated to finding opportunities to make our educational offerings accessible to members. In recognition that professional development budgets may be tight, we have a limited number of scholarships available for our Western Regional Planned Giving Conference, to be held at the Westin South Coast Plaza, May 21-23, 2024.


It's never too early to apply! Scholarship applications are due March 1, 2024, for consideration by the conference committee. Note that scholarships are for conference registration only, not hotel or travel expenses.

Recipients will be notified no later than April 1, 2024, for payment or reimbursement. 

Only one individual from an organization may be awarded a scholarship.

Click here for all applicable rules and to apply by March 1!

Scholarship Criteria

Applicants must meet at least one of the criteria below. If the awardee is not a current SoCalCGP member, they are expected to join ($150/year) before receiving the complimentary registration as part of the scholarship:

  • An employee of a not-for-profit organization.
  • Working in an allied profession (attorney, financial planner, accountant, etc.).
  • Currently seeking employment in any of the above fields.
  • A board member or other volunteer at a not-for-profit organization.

Applicants should provide a brief statement (1-2 paragraphs) describing how conference participation will be beneficial to the applicant and/or their organization. We also ask scholarship recipients to volunteer within the organization in some capacity. Volunteer service (to be mutually agreed upon) will commence upon acceptance of the scholarship. Volunteer opportunities included: 

  • Western Regional Planned Giving Conference Committee
  • Membership Committee
  • Partnership Committee
  • Marketing & Outreach Committee
  • Planned Giving 101 Committee
  • Serving as a Mentor

How to Apply

Click here to submit an online application by the end of the day on Friday, March 1.


If you have any questions and/or need any additional information, please contact the SoCalCGP office at 949-715-5400 or [email protected].


Additional Details

Cancellation Policy:

A refund of full registration is permitted by submitting a written request to [email protected] no later than April 15, 2024. After April 15, 2024, a $50 administrative fee applies. SoCalCGP regrets that refunds will not be given for no-shows or cancellations after May 15, 2024.

SoCalCGP reserves the right to change speakers and/or cancel an event due to unforeseen circumstances without penalty. The total amount of any liability of SoCalCGP will be limited to a refund of the attendee’s registration fee.

Consent Clause

Photo Release

Registration and attendance at, or participation in, SoCalCGP meetings and other activities constitute an agreement by the registrant to the use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videos, electronic reproductions, and recordings of such events and activities by SoCalCGP and other third parties (for example, sponsors). Your registration may include technology that monitors your activities throughout the meeting, such as session attendance.

Email/Mail Release
SoCalCGP will provide attendee contact information and email addresses to program sponsors and exhibitors. SoCalCGP does not sell attendee information. For those SoCalCGP events with program sponsors/exhibitors, you will have the option during registration to choose whether you wish to receive notifications and opportunities from the program sponsors/exhibitors via email or mail.

Mobile App Policy
As a knowledge-sharing community, the SoCalCGP Mobile App has features that allow fellow meeting attendees to know and contact each other. By participating in certain SoCalCGP events you grant SoCalCGP the right to upload your name, company, and company's primary address & phone number in your profile to the SoCalCGP Conference App, which will be available to registered attendees only.

Continuing Education

SoCalCGP is approved as a continuing education provider #3889 of MCLE credit by the State Bar of California and designates this activity for a maximum of [pending] hours of credit. Full participation in the WRPGC is applicable for [pending] points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

Continuing Professional Education (CPE) credits for CPAs through the California Board of Accountancy are self-reported and it is the obligation of each licensee to select a course of study consistent with the CBA requirements. 

Certified Specialist in Planned Giving (CSPG) continuing education credits for Planned Giving are self-reported and the appropriate attendance certificate will be provided after the event.