Join Us

We’re Better Together

We bring together professionals from complementary disciplines who gather regularly to learn from and be inspired by both experts and each other. Membership is open to anyone interested in charitable gift planning and includes planned-giving specialists, attorneys, accountants, financial planners, and more. There’s plenty of room at the table for you.


Enhance your knowledge of planned giving by attending monthly educational meetings.


Mix and mingle with well-informed professionals and experts in fund-raising and related fields.


Contribute to the community, and be recognized for your commitment to planned giving.

Pull Up A Seat Today

Our Membership Year runs July 1 to June 30.

Click Here to Join as a New Member thru June 30,
2025 Now
Click Here to RENEW your Membership thru June 30, 2025 Now
Questions about your membership?Ā  Contact us

Individual Membership

July 1 - June 30


  • Free networking events
  • Free quarterly newsletter
  • Access to free members-only materials
  • Special pricing for in-person membershipĀ meetings
  • Special pricing for the annual symposium
  • Priority ranking for scholarships
  • Listing in membership directory

Benefits of Being a Member

  • Get to know professionals from various disciplines including planned giving officers, attorneys, accountants, and financial planners.
  • Receive monthly continuing education credits.
  • Attend educational meetings to hone your skills and enhance your knowledge of planned giving.
  • Share strategies with professionals who are keenly interested in planned giving and related skills.
  • Showcase your expertise by submitting proposals for quarterly newsletter content and monthly meeting presentations.
  • Help donors and clients make charitable gifts that are well-planned, both financially and psychologically.

Would Your Organization Like to Help Support Us? Consider a Sponsorship

Benefits include at least one membership to the local chapter.