Planned Giving Forum Of Greater Sacramento

What Planned Giving Forum Of Greater Sacramento does

Planned Giving Forum of Greater Sacramento (PGFGS) is a regional nonprofit professional membership organization serving the Greater Sacramento area of California, including Sacramento, Yolo, El Dorado, and Placer counties. Its primary customers are individual planned-giving and nonprofit development professionals — development officers, gift planners, major-gifts officers, and professional advisors (attorneys, accountants, financial planners, trust officers) — who pay $75 per year for membership and use PGFGS for continuing education, peer networking, and access to expertise on charitable gift planning. The organization operates as a regional chapter of the National Association of Charitable Gift Planners (CGP), routing membership processing through the national CGP website and offering members an optional $225 national membership add-on that grants access to national credentialing (CSPG, CAP, CFRE) and trainings. PGFGS frames its mission around the $59 trillion intergenerational wealth transfer projected by 2061 and positions itself as the locally relevant conduit connecting Sacramento-area nonprofits and advisors to that opportunity.

PGFGS delivers its offering through five core product lines: an annual Individual Membership; monthly educational programs and events (virtual webinars at $15 member / $20 non-member and in-person events at $35 / $50, plus a $130 / $195 full-day Planned Giving Fundamentals workshop); the Ask an Expert member consultation portal staffed by board experts; the Diversity Advancement Fellowship for emerging diverse professionals; and a corporate sponsorship program with tiered benefits. The underlying technology is a standard nonprofit SaaS stack — Wild Apricot for association and event management, Affinipay for payment processing, Zoom for webinars, MailChimp for email, Google Analytics and Google Tag Manager for traffic analysis, and SurveyMonkey/Qualtrics for member feedback — with no proprietary technical IP. Programs are delivered via a hybrid Zoom + in-person model at venues including Impact Foundry (Sacramento), Calvary Cemetery and Funeral Center (Citrus Heights), and Salvation Army facilities across the region.

The organization is privately funded by member dues, event registration fees, and sponsorship revenue; it has no parent company, no outside investors, and no disclosed financials. It is governed by a volunteer Board of Directors with a Chapter Administrator handling operations, and total staff is reported at 1–10. Recent leadership activity includes three new board appointments in August 2025 and the January 2026 presidential succession to Peter Leon-Guerrero. PGFGS's growth path is tied to membership expansion in the Sacramento region, deepening its CGP affiliation, and scaling the Diversity Advancement Fellowship as a pipeline-building initiative for the planned-giving profession.

Name

Planned Giving Forum Of Greater Sacramento

Legal name

Planned Giving Forum of Greater Sacramento

Website

https://pgfgsac.org

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Planned Giving Forum of Greater Sacramento is a regional nonprofit professional membership organization serving planned-giving and nonprofit development professionals across the Greater Sacramento area, offering education, networking, and expert resources as a chapter of the National Association of Charitable Gift Planners.

Ownership category

akta.pro rank

Product category

Professional Association Services

NAICS

Business, Professional, Labor, Political, and Similar Organizations (8139)

SIC

Services-Educational Services (8200)

akta.pro industry

PRIMARYBPAGAKAN

Social Justice & Human Rights Grantmaking Foundations

Business & Public Services/Nonprofit, NGO & Social Services/Philanthropy, Foundations & Grantmaking

Keywords

• Planned giving education
• Nonprofit membership organization
• Charitable gift planning
• Professional fundraising networking
• Philanthropy professional development

Headquarters

HQ city

Sacramento

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Annual Membership Dues: Individual professionals pay $75 per year for membership, which includes access to education, resources, networking, Ask an Expert benefit, and discounted event registration. Membership is processed through the National Association of Charitable Gift Planners (CGP) website. An optional additional $225 national membership with CGP is available.
2. Event Registration Fees: PGFGS charges registration fees for monthly webinars and in-person programs. Member webinar pricing is $15, non-members $20; in-person events are $35 for members and $50 for non-members; the full-day Planned Giving Fundamentals workshop is $130 for members and $195 for non-members.
3. Sponsorship Revenue: Corporate and organizational sponsors support PGFGS to gain visibility among planned giving professionals and help fund educational programming, speakers, and member programs. Sponsorship benefits are offered at various tiers.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

PGFGS is a regional professional membership organization that provides education, resources, and networking for planned giving professionals in the Greater Sacramento area. It offers an annual individual membership ($75) that includes access to monthly webinars, in-person luncheons, specialized workshops, an Ask an Expert consultation service, and a member-only content portal, while also running the Diversity Advancement Fellowship and a corporate sponsorship program.

Product overview

The Planned Giving Forum of Greater Sacramento is a regional professional membership organization offering a single-tier membership model ($75 annually) as its core offering. The organization provides educational programs and events (monthly virtual trainings, in-person luncheons, and specialized workshops), the Ask an Expert member consultation service, the Diversity Advancement Fellowship DEI program, and sponsorship opportunities. All programs and services support planned giving professionals in charitable gift planning through education, networking, and professional development.

Differentiator

Problem solved

Functional benefit

Products and services

• Professional Membership Annual $75 individual membership providing access to education opportunities, resources, networking, the Ask an Expert service, discounted event registration, and a job link board for planned giving and development professionals in the Greater Sacramento region.
• Educational Programs and Events Monthly virtual trainings, in-person luncheons, workshops, and specialized seminars covering planned giving topics such as gift planning fundamentals, complex assets, donor relations, and tax strategies. Pricing is $15 for member webinars and $20 for non-members; in-person events $35 for members and $50 for non-members.
• Ask an Expert Member-exclusive consultation service connecting members with PGFGS board experts for personalized answers to questions on planned giving topics.
• Diversity Advancement Fellowship DEI initiative offering one-year paid membership, Philanthropy Summit registration, exclusive networking with fellows and experts, and PGFGS liaison support for diverse professionals entering or working in planned giving.
• Sponsorship Program Corporate and organizational sponsorship opportunities supporting PGFGS educational programming, nationally recognized speakers, and member programs. Sponsors gain visibility among the planned giving professional community at multiple tiers.

Quantifiable outcome

• Member saves $75 annual investment covers all monthly virtual trainings free and in-person events at discounted rates, with non-members paying full price.
• +1 more outcomes

Named customers13 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration12 records

Feature1 record

Partnerships

One partnership is on record.

• National Association of Charitable Gift Planners (CGP)coreStrategic or Co-development PartnerPGFGS is a regional chapter of the National Association of Charitable Gift Planners (CGP). When members join PGFGS, they are given the opportunity to also join the national CGP organization for an additional $225. PGFGS leverages the national affiliation for credentialing, access to NACGP trainings, and association credibility. The national organization's full name is also referred to as the National Association of Charitable Gift Planners (CGP) on event registration materials.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• National Council of Nonprofits: National Council of Nonprofits is a network of state and regional nonprofit associations serving the broader nonprofit sector. PGFGS serves a similarly nonprofit-constituent audience but is more narrowly focused on planned giving professionals.
• Council for Advancement and Support of Education (CASE): CASE is a global professional association serving advancement professionals in higher education, including planned giving, alumni relations, and development. Several PGFGS members (UC Davis, UC Berkeley, Sacramento State) are CASE-member institutions, making it a strong adjacent peer.
• National Association of Charitable Gift Planners (CGP): CGP is the national parent body of which PGFGS is a regional chapter. It serves the same planned giving professional audience across the U.S. and provides training, credentialing, and the annual Philanthropy Summit that PGFGS members benefit from.
• Association of Fundraising Professionals (AFP): AFP is the largest professional association for fundraising professionals globally, with a robust chapter network (including AFP Sacramento). It overlaps with PGFGS on the development officer and gift planner persona, but covers a broader fundraising remit beyond planned giving.

Others

• Give.org / BBB Wise Giving Alliance: BBB Wise Giving Alliance evaluates charities and provides donor education. While not a direct peer, it operates in the adjacent nonprofit accountability and philanthropy space that PGFGS members interact with.
• Candid (formerly Foundation Center): Candid is a nonprofit data and research organization providing philanthropy research, training, and tools. It serves many of the same nonprofit development professionals as PGFGS and offers overlapping educational content on planned giving and philanthropy.

Direct peers

• AFP Sacramento Chapter: AFP Sacramento is the local Sacramento chapter of the Association of Fundraising Professionals. It directly competes with PGFGS for the same regional development professional members, sponsorships, and event attendance.
• Greater Washington Planned Giving Council: Greater Washington Planned Giving Council is a regional CGP chapter serving the Washington D.C. metro area. It is the closest direct peer to PGFGS — a regional planned giving professional association with similar membership, events, and educational programming.
• Planned Giving Council of San Diego: Planned Giving Council of San Diego is another California-based regional CGP chapter serving planned giving professionals in the San Diego area. It mirrors PGFGS in scope, structure, and mission, making it a directly comparable peer.

Regional players

• Council of Michigan Foundations: Council of Michigan Foundations is a regional membership association serving foundations and philanthropy professionals in Michigan. While not a direct planned giving chapter, it is a comparable regional nonprofit/philanthropy professional association with similar member-driven programming.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/pgfgs

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

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M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Planned Giving Forum Of Greater Sacramento