Silicon Valley
Planned Giving Council

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Corporate Sponsor:

Wells Fargo Private Client Services:

  • Private Banking
  • Trust and Estate Services
  • Investment Management
  • Brokerage Services through Wells Fargo Investments, LLC
  • Life Insurance

 

 

 

 
 

Membership Info

How Does Membership Work?

Individual professionals are offered several membership options. A combined membership package to both the Silicon Valley Planned Giving Council (SVPGC) and Partnership for Philanthropic Planning (PPP) for $180. Annual dues for the individual Councils are $60 for the SVPGC, and $160 for the PPP. Membership is based on the anniversary date - i.e., if an individual joins in July, his or her membership is valid through the following June. Invoices are sent by PPP a few months prior to a member's renewal date.

Go to the Partnership for Philanthropic Planning website for more information or click here to download an application.

What are the Benefits to Membership?

Education
Broaden your knowledge of charitable giving laws and methods at workshops, seminars, conferences and regular chapter meetings.

Enhanced Expertise
Refine your skills in a dynamic field to serve your donors well.

Networking
Establish contacts with professional colleagues for exchanging ideas and services.

Career Advancement
Develop leadership skills and gain recognition through volunteer activities on the local and national levels.

Identification with the Highest Standards of Professional and Ethical Conduct
Membership in SVPGC and/or PPP indicates to colleagues, advisors and donors that you believe in, support and adhere to ethical gift planning through the Model of Standards of Practice for the Charitable Gift Planner (PDF).

Access to Information
Membership in SVPGC provides access to program and local conference mailings and an online directory of members. Membership in PPP includes resources such as cassette tapes of national conference sessions (available for purchase), the Gift Planner Update - PPP's electronic newsletter, the quarterly Journal of Planned Giving, a listing in and access to the national Directory of Council Members, and expanded access to information on its Web site.

Discounted Registrations
Members receive discounted registration fees to local and/or national programs and conferences, depending upon the choice of membership(s).

How Can Someone Become a Member?

For more information on becoming a member, email info@svplannedgivingcouncil.org