Welcome to the Santa Barbara Council of Charitable Gift Planners. You will notice a new name, a new look and renewed dedication to providing you with the resources you need as a planned giving professional. You may wonder what happened to our former identity. Our new chapter is embracing the need to update who we are and what we offer to the estate planning professional community in Santa Barbara.
You may remember us as the Planned Giving Roundtable of Santa Barbara. In spite of our new name and association with the National Association of Charitable Gift Planners Association, we wish to revive our organization as a collective of professionals integrated across fields and working to assist our clients and donors in their philanthropic journey.
Whether you are a planned giving officer, attorney, trust officer, gift advisor, financial advisor, insurance agent, or other professionals, SBCGP is dedicated providing education, networking opportunities, and other resources for you and your clients.
Please become involved! As a member of the National Association of Charitable Gift Planners, the Santa Barbara Council is part of a greater network dedicated to the advancement of your work and career through education, resources and advocacy. Bring your expertise and knowledge to our community, use this Council to enrich and enhance your experience, volunteer, expand your network, engage!
For gift planners in the non-profit sector, and allied professionals in financial, legal, and consulting services, CGPSB offers great value for your career development dollar.
Welcome from the 2019 Board of Directors