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Contact Santa Barbara Council of Charitable Gift Planners

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Refund and shipping policies:
Refunds are given to cancellations made within one week notice. This website is used for registrations and donations only, and no products will be shipped.

Upcoming Events

Aug

Tue

4:30 pm August 10, 2021 – Summer Mixer @ Westmont Ridley Tree Museum of Art

August 10, 2021 – Summer Mixer @ Westmont Ridley Tree Museum of Art

Aug 10 @ 4:30 pm – 6:30 pm

Summer Mixer August 10, 2021 Join us for an in-person Summer Mixer on the patios of the Westmont Ridley Tree Museum of Art. There will be snacks and beverages, music, and lots of networking! The indoor gallery will also be open. Westmont College has convenient parking; CGP will be following the college’s COVID-19 rules and[...]

Sep

Tue

12:00 pm September 14, 2021 – Stories fro... @ Virtual

September 14, 2021 – Stories fro... @ Virtual

Sep 14 @ 12:00 pm – 1:00 pm

Stories from the Trenches: Troublesome Gifts and the IRS Kent C. Weimer September 14, 2021 Sometimes gifts come with complications both legal and ethical. This session will explore real life gift planning case studies in an interactive manner that includes an open dialogue on planning strategies while exploring the dilemmas and opportunities presented, possible solutions,[...]

Nov

Tue

12:00 pm November 9, 2021 – The Intergene... @ Virtual

November 9, 2021 – The Intergene... @ Virtual

Nov 9 @ 12:00 pm – 1:00 pm

The Intergenerational Wealth Transfer: Disruption, Protection, and Profit Chris Heldman and Kevin Matthes November 9, 2021 The webinar topic is The Intergenerational Wealth Transfer: Disruption, Protection, and Profit Chris Heldman, President & CEO of Legacy Leaders, and Kevin Matthes, VP Business Development, Legacy Leaders

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